Wealth Management Administrator - London, United Kingdom - Clearwater Wealth Management

Clearwater Wealth Management
Clearwater Wealth Management
Verified Company
London, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
Clearwater is a leading wealth management business in London. We are professional and agile.


Our work environment includes:

  • Modern office setting
  • Growth opportunities
We are recruiting for a
Wealth Management Administrator to join an established Practice of St. James's Place Wealth Management. 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.


Role Overview:


Role content:

The role will include, but is not limited to the following responsibilities:

Administration

  • Liaising with internal central administration centres regarding client's funds and investments
  • Switching of client funds and processing fund surrenders
  • Setting up new clients on iBusiness, and keeping all client information up to date where required

Marketing

  • Calling prospective clients to schedule meetings
  • Booking meetings with existing prospects/clients

Meeting preparation

  • Using financial software to provide data analysis of clients' funds and investments
  • Liaising with pension and investment companies
  • Preparing meeting packs in advance of client meetings

Business Processing

  • Electronic Business Submission processing
  • Basic suitability letter preparation

Technical skills required

  • Previous Financial Service experience preferred, but not essential as full training will be provided
  • First class organisational skills to deliver against a wide variety of tasks
  • Calling experience and ability to generate new appointments
  • Effective communication skills verbally, face to face and in writing
  • Strong interpersonal skills
  • Ability to work flexibly
  • Able to deal with individuals at all levels
  • Highly computer literate: Word, Excel, Outlook

Personal attributes

  • Ability to manage own workloads / study confidently
  • Able to work independently, disciplined in work approach with the ability to get the job done
  • Professional and approachable manner to clients and colleagues
  • Ability to work effectively under pressure to meet tight deadlines where required
  • Able to work in a highly confidential and discreet environment
  • Exceptional attention to detail
  • Proactive in approach
  • Reliable and committed long term to the role

Additional information

  • Location: Moorgate (EC2V 5DE)
  • Salary: £2226k depending on experience
  • Training: Full training shall be provided
  • Holiday: 20 days per annum, plus bank holidays

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Performance Bonus

Work Location:
London


Salary:
£22,000.00-£26,000.00 per year


Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • London: reliably commute or plan to relocate before starting work (required)

Work Location:
One location

Expected start date: 10/08/2023


Job Types:
Full-time, Fixed term contract

Contract length: 24 months


Salary:
£22,000.00-£26,000.00 per year


Benefits:


  • Company pension
  • Flexitime
  • Work from home

Schedule:

  • Day shift
  • Flexitime
  • Monday to Friday
  • No weekends

Supplemental pay types:

  • Commission pay

Ability to commute/relocate:

  • London, EC2V 5DE: reliably commute or plan to relocate before starting work (required)

Education:


  • A-Level or equivalent (preferred)

Language:


  • English (required)

Work Location:
Hybrid remote in London, EC2V 5DE

Reference ID:
Clearwater - Wealth Management Administrator
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