Wealth Management Administrator

Wealth Management Administrator

Location - Woking

Salary - £27,000 - £35,000 depending on experience

Hours - Full-time / In Office

We are looking for an enthusiastic Wealth Management Administrator to assist Financial Planners in managing client relationships, handling client queries, processing applications, and supporting financial planning tasks.

Through a carefully structured process, we help clients identify what is important to them and the financial objectives they want to achieve throughout their lifetime.

We offer a comprehensive range of financial solutions from retirement planning to investment planning, providing bespoke face-to-face wealth management advice to individuals, businesses & trustees.

As an innovative and forward-thinking company that is expanding, we are looking to bring on board a Wealth Management Administrator ready to progress in a fast-paced and dynamic environment.

What you will be doing?

• As Wealth Management Administrator you will be part of the team responsible for a variety of different administration tasks to support the Advisers and provide an exceptional level of support to their valued clients
• You will answer the telephone and deal with queries from clients
• Arrange client appointments, preparing portfolio summaries and fund analysis reports prior to meetings
• Liaise with financial services companies to obtain client information and valuations
• Submit new business applications in line with regulatory standards
• The full end to end process involved with a busy St. James’s Place Practice

The ideal candidate :

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 £198.5bn. This business is well established and highly successful.

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

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