Wealth Management Administrator

Wealth Management Administrator (Part-time)
Location - London / In Office
Salary: £18,000 pa + pension + discretionary bonus

Hours: 9am - 5pm, 3 days per week (Tuesday, Wednesday, Thursday)
Benefits: 17 days holiday + your Birthday off + Bank Holidays + a Personal Well Being Day

Are you an enthusiastic Wealth Management Administrator who could fulfil a vital support function within a busy SJP Partner Practice?

The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James s Place Plc.
The Role: Wealth Management Administrator

• • You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
  • You will be a point of contact for clients and third parties dealing with both general and technical enquiries
  • You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation
  • You will be responsible for managing Salesforce and keeping all client details up to date
  • Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios
  • Tracking the Business Pipeline, providing regular updates to both Clients and Advisers.

The Person: Wealth Management Administrator
To be considered for this role you will need:

• • 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice
  • Excellent customer service and the ability to build rapport and manage client relationships
  • Strong attention to detail and be able to problem solve and think on your feet
  • Good time management and planning skills
  • Strong working knowledge of Excel, Word, and other Microsoft Office Programs
  • It is essential that you are confident in dealing with colleagues, third parties and can work 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 £216.94bn 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.

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