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

Burgh Recruitment Ltd (Financial Services)

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Wealth Management Administrator

Location:
London/Hybrid

Salary:
up to £40k + Bonus

Hours:
Full time
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.

You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.

You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role:
Wealth Management Administrator
The role offers variety and challenge, including but not limited to:

You will be the 'Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
Submitting new business and fund transfers using bespoke software
Sending out correspondence and requesting detailed information for Pension Transfer cases
Carrying out fund switches and financial calculations for clients using specific systems and processes
You will need to ensure that business obtained is being processed in a timely way
You will be setting up the clients' annual reviews and be able to produce the review letters
You will be responsible for managing Salesforce and keeping all client details up to date

The Person:
Wealth Management Administrator

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.
You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice 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 will have used the Salesforce CRM system
You are a selfstarter and able to work with little or no supervision
Most importantly, you are confident in dealing with Clients and third parties with total discretion
You will ideally have previous experience but training in some of these areas can be provided.

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 and Retirement products and financial solutions to a High Net Worth client base.

SJP has funds under management in excess of £143bn.