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Wealth Management Administrator

Burgh Recruitment Ltd (Financial Services)Wilmslow, UK

22 days ago

Job type

Full-time

Permanent

Quick Apply

Job description

Wealth Management Administrator

Location : Wilmslow (SK9)

Salary : Highly Competitive + Bonus

Hours : Full time

An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.

You will be an integral part of a great team managing the business generated by the Partner using your administrative expertise.

The Role : Wealth Management Administrator

The role offers variety and challenge, including but not limited to :

You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
Liaising with Paraplanners, providing administrative support, creating illustrations and investment reports
You will be setting up the clients' annual reviews and collating all relevant documentation
You will be updating Salesforce to ensure all client details are up to date

The Person : Wealth Management Administrator

This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop

You have excellent IT and communication skills, are highly organised and can make decisions

Ideally you will have used the Salesforce CRM system

You are a self-starter and able to work with little or no supervision

Most importantly, you are confident in dealing with Clients and third parties with total discretion

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management in excess of £190.2bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.