Business Administrator - Reading, United Kingdom - Goodall-Smith Wealth Management

Description

St James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment & Retirement products and financial solutions to a high-net-worth client base, helping them achieve their personal financial objectives.

SJP has funds under management in excess of £142.3bn.

An excellent opportunity has arisen for a professional and adaptable administrator to join our fantastic team within a SJP Senior Partner Practice in Reading, Berkshire on a full-time, permanent basis.

'Goodall-Smith Wealth Management' is a highly successful practice which prides itself on offering a first-class service to all our clients. You will be a key part of our small and busy office in the centre of Twyford, ensuring we deliver exceptional outcomes for our clients.

You'll be working in a team-focused environment, building a strong relationship with the Partner and client services team.

You'll process new and replacement business, manage cases through to completion using the internal processing systems to ensure servicing of our clients is upheld to the highest standards.

We believe in investing in talent and bringing target-focused individuals with us on our journey.

We have the flexibility to mould the perfect opportunity around the right person who could be someone:

- who has previous experience within a financial services business and wishes to progress a career within the industry.
- who has recently started their studies towards the Diploma in Financial Planning

This is a fantastic opportunity for a dependable applicant who wants to develop their career within a successful wealth management business.

You will be given full training on the relevant IT systems used and will have access to SJP's Paraplanner and Adviser Career Academy should you fish to follow this career path.

Salary on offer is negotiable depending on experience and qualifications.

The role benefits from a discretionary bonus scheme, 33 days paid holiday, 3% employer pension contributions and local gym membership.

Hybrid working is currently available working from home 1 day a week, with the flexibility to review this as and when necessary.

What you'll do:

• Conduct indepth analysis of clients personal and financial circumstances, supporting the Partner to present financial solutions best suited to individual clients' circumstances and their aspirations.
• Create illustrations for a wide range of products including Retirement Planning, Investments, IHT Planning and Protection.
• Undertake research and investment performance analytics in preparation for client meetings.
• Draft client suitability reports for client meetings tailored to unique client circumstances, demonstrating your attention to detail and clearly explain the benefits of our recommendations.
• Process business submissions, investment fund switches and rebalances ensuring FCA and AML compliance.
• Work closely with our client services team and ensure that client files and our CRM system 'Salesforce' is up to date and service quality is maintained to the highest possible standard.

About you:

• This is a fastpaced and challenging role that would suit a confident, numerate, IT proficient and professional individual with excellent verbal and written communication skills who enjoys using their initiative and holds the highest standards of ethics and integrity.
• You will be a selfmotivated, highly organised, analytical problem solver with excellent attention to detail and able to multitask and manage competing deadlines on a daily basis.
• You are someone who thrives in a team but is also comfortable with the accountability of delivering your own tasks.

Team fit is important to us. We have a positive, collaborative approach and believe that building trust and safety within the team is important.

We're committed to being a truly inclusive place to work, where everyone has an equal opportunity to reach their true potential.

Let us know if you need adjustments to support you through any stage of the recruitment process.


Job Types:
Full-time, Permanent


Salary:
£25,000.00-£35,000.00 per year


Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus scheme

COVID-19 considerations:

Application question(s):

• Please confirm that you have the right to work in the UK?

Work Location:
Hybrid remote in Reading, RG10 9AE