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

Burgh Recruitment Ltd (Financial Services)

Verified Company

Cirencester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Wealth Management Administrator

Location:
Rural office, within 10 miles of Cirencester.

Salary:
Highly Competitive + discretionary bonus, pension, private medical care, 25 days holidays + company funded exams and study support if required
Irongate is a boutique Wealth Management firm and an Appointed Representative of St. James's Place.

Working in a large open plan office surrounded by countryside where you can bring your dog to work if needed

We are a growing team looking for the right people to develop within the firm.

Our administration support team are essential to our success and for those with ambition we can help you to carve out your own long-term career.

The Role:
Wealth Management Administrator- You will be the 'Go To' person for the team of office administrators and third parties dealing with new business enquiries, and following up with providers for funds and information Providing a high level of administrative support while maintaining an excellent level of communication with the team around you Preparing regulatory paperwork for advisers to take to client meetings and completing post meeting action points Submitting new business and fund transfers using bespoke software Carrying out fund switches and financial calculations for clients using specific systems and processes Your role will include working on new business submission for the multiple advisers in the Practice and will liaise with their PAs to ensure timescales are achieved and clients are kept up to date

The Person:
A hard working and ambitious team player

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
Ideally you have been working in Financial Services, or have an interest in the industry and growing your technical knowledge
You will be responsible for financial transactions on behalf of clients and will therefore need to be able to work to the required standards of accuracy and meet our regulatory requirements
You have excellent IT and communication skills, are highly organised and have exceptionally high standards of attention to detail
Ideally you will have used the Salesforce CRM system or another CRM
You will communicate with clarity and detail to your colleagues and enjoy being the trusted person for this key role within the Practice, understanding that it comes with a high degree of responsibility.

The Rewards:

You will be working in a dynamic but relaxed friendly office where we promote working hard for the benefit of everyone in the team.

Pulling together at busier times of year to offer support to your colleagues allows us to be flexible at other times to allow a good work life balance.

We often get together for office events and as a small team we hope to find someone with the same work ethic and attitude so that we can all benefit as we expand.

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 £148bn.