Administration Team Leader; Wealth Management

Position: Administration Team Leader (Wealth Management)
Administration Team Leader

Location:

Gravesend, Kent

Salary:
Basic salary £35,000–£40,000 per annum, plus discretionary bonus of up to 20% per annum (potential OTE circa £42-48K per annum)

Working pattern:
Full-time, office-based

Essential requirement:
Previous St. James’s Place (SJP) experience

About the Opportunity

Are you an experienced St. James’s Place professional ready to take the next step in your career?

We are seeking a proactive, organised and people-focused Administration Team Leader to join a well-established and successful St. James’s Place Partner Practice based in Gravesend, Kent.

This is an exciting opportunity for someone who understands the SJP environment and is passionate about delivering exceptional client service, developing a high-performing administration team and helping a thriving practice continue to grow.

You will play a key role in the smooth day-to-day running of the business, working closely with the Partners, Advisers, Business Operations Manager, Compliance Manager and administration team. Combining team leadership with hands-on operational involvement, you will ensure that processes run efficiently, client expectations are exceeded and all activity is completed accurately and in line with SJP procedures and compliance requirements.

We are looking for someone who takes pride in their work, enjoys building strong relationships and has the confidence to identify opportunities to improve the way the practice operates.

The Role

Team Leadership and Operations

* Lead and support the administration team, creating a collaborative, positive and organised working environment.

* Chair weekly team meetings to agree priorities, review workloads and ensure key deadlines are met.

* Allocate tasks fairly across the team, monitor progress and ensure adviser and administration activities are completed accurately, on time and in accordance with compliance requirements.

* Monitor team performance, productivity, KPIs and practice targets, identifying areas for improvement.

* Coordinate one-to-one meetings with the Business Operations Manager and Compliance Manager, preparing and maintaining accurate meeting minutes where required.

* Oversee the onboarding, induction and ongoing training of new team members.

* Manage and maintain the practice's CRM and IT systems, ensuring information is accurate, processes are effective and relevant client-facing technology is implemented.

* Keep up to date with SJP communications, training, Practice Support Services (PSS) and management development opportunities.

* Proactively identify opportunities to improve operational efficiency, team performance and the overall client experience.

* Client Servicing and Financial Planning Administration

* Oversee the delivery of a consistent, professional and personalised client servicing proposition.

* Work closely with Advisers to manage diary structures, client reviews, follow-up calls and servicing requirements.

* Monitor the client servicing pipeline, ensuring clients are contacted and reviewed in line with agreed service levels.

* Oversee client requests, including withdrawals, fund switches, Wealth Account issuance and changes to personal or banking details.

* Ensure fund switches are processed correctly, follow-up correspondence is issued and clients are kept informed.

* Liaise with the SJP Administration Centre to resolve client queries and escalate cases where appropriate.

* Oversee EBS processing, advice sets and the preparation and uploading of documentation to iBusiness for submission.

* Ensure approved suitability letters, including drawdown review letters, are issued appropriately.

* Coordinate the preparation of client meeting packs, including relevant technical calculations and supporting documentation.

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