Wealth Management Administrator - London, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Burgh Recruitment Ltd (Financial Services)

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Wealth Management Administrator

Location:
London - City

Salary:
£28,000 - £34,000 per annum (DoE)**
Hours: Full-Time, opportunity for some hybrid working

Working as part of the team at an Appointed Representative of St. James's Place Plc.
You will be providing administrative support to the Partner and Advisors in this well established and highly successful Practice. This varied and important role is firmly focussed on always delivering an unrivalled level of client service.

The Role:
Wealth Management Administrator

Dealing with a wide variety of administrative tasks supporting colleagues and clients of the Practice
Booking in review meetings and preparing files including; product research; illustrations; and other supporting documentation
Managing the database of clients and diary management for the Partner and Advisors
Sending out letters of authority to providers and chasing up their replies
Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines
Producing high quality client correspondence to clients at all times
Dealing with adviser and client queries

You will need relevant, previous experience to undertake this role, but some training will be given and there is scope within this role to progress your career and develop your knowledge within this exciting and fast paced environment.

The Person:
Wealth Management Administrator

This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a 'can do' working style.

You will have been working in Financial Services for at least 12 months and have good allround 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 have used the CRM Salesforce or a similar system
You are a selfstarter and able to work with little or no supervision, meet deadlines and prioritise your workload effectively
You will understand the importance of getting things right first time, so your attentiontodetail is key in this role

St.

James's Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions.

SJP has funds under management in excess of £179bn. This business is well established and highly successful.