Wealth Management Administrator

Wealth Management Administrator

Location:

Fully Remote Salary:
Up to £40,000 (DoE)

Hours:

Full or Part time

An excellent opportunity has arisen for a professional Administrator to work in a St. James's Place Senior Partner Practice who specialise in meeting the financial needs of Professionals, Private Clients and Business Owners

The role of the Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration.

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
• You will be processing all business within agreed timescales
• You will be setting up the clients' annual reviews and managing the Partners diary
• You will be responsible for managing Salesforce and keeping all client details up to date

The Person :
Wealth Management Administrator

You have been working in an St. James's Place Partner Practice and are fully conversant with SJP systems and processes such as Salesforce and AI tools

• 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 excellent IT and communication skills, are highly organised and can make decisions
• Ideally, you will have used the Salesforce CRM system
• You are a self-starter and able to work independently
• You are confident in professionally dealing with Clients and third parties with total discretion

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £242.44bn. This business is well established and highly successful.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.