Wealth Management Executive - Berkswell, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Burgh Recruitment Ltd (Financial Services)

Verified Company

Berkswell, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Wealth Management Executive

Location:
Berkswell, CV7

Salary:
Up to £35,000 with excellent benefits and bonus

Hours:
Full time

You will be joining a motivated and friendly team that manage the work generated by the Advisors in this highly successful St.

James's Place Partner Practice.

Reporting to the Head of Operations, this is an excellent opportunity for an experienced Administrator from an SJP or Financial Services background who is ready to progress their career.

The Role:
Wealth Management Executive

You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
You will be preparing new business cases, including any compliance required documentation with the help of an external Paraplanner, taking full responsibility for the client files and backoffice IT records throughout the advice process
You will be liaising with clients, dealing with enquiries on their financial strategies, plans and products and supporting Advisers, including preparing valuations, withdrawals, and actioning any changes to circumstances
You will enjoy research and analysis of financial products to meet client requirements and objectives, carrying out CYC, IHT calculations & cash flow calculations where required to support the advice process
You will be preparing client reviews and producing supporting reports and discussion documents
Supporting the Practice to ensure the endtoend business process is adhered to and tracked efficiently in line with Practice and regulatory standards.

Knowledge, attributes, and experience required:
Wealth Management Executive

You will need previous experience within an IFA or Wealth Management environment which you are looking to expand and develop
You will have excellent IT and communication skills, be able to manage your own time, priorities, and resources to achieve goals
You will be confident in taking personal responsibility for the quality and timeliness of your work and achieve results with zero supervision
You will have experience of the administration of IHT and/or Investment products
Some experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable
You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.

St.

James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £157bn.
This business Is well established and highly successful.