Financial Planning Administrator

St. James's Place Wealth Management; England; On-site; GBP 22,000 - 30,000; Full time

Job summary

A family-run wealth management practice is seeking a Financial Planning Administrator in Wimborne Minster. The role involves providing efficient administrative support, producing client paperwork, and managing client inquiries. Exceptional administrative and communication skills are essential, and experience in a wealth management environment is preferred. This is a full-time or part-time position with a competitive salary between £22,000 to £30,000 per annum.

Qualifications

• Experience in an IFA or Wealth Management environment is ideal.
• Ability to handle queries from clients and take appropriate action.
• Professional demeanor with clients and third parties.

Responsibilities

• Provide efficient administrative support within the practice.
• Produce relevant paperwork for the client, including quotations.
• Handle queries from clients and ensure timely resolution.

Skills

Exceptional administrative skills

Excellent communication skills

Strong IT skills

Ability to perform under pressure

Job description

Financial Planning Administrator

Location: Wimborne Minster, Dorset (BH21)

Salary: £22,000 to £30,000 per annum, depending on experience

Contact: Permanent

Hours: Full or Part Time ( Salary will be on a pro rata basis for Part Time candidates)

The opportunity:

An exciting new opportunity has arisen for a Financial Planning Administrator to join a family run practice of Andrew David Associates, an Appointed Representative of St. James s Place Wealth Management Plc.
Andrew David Associates delivers a highly tactile relationship with its clients and needs someone who can work within our small and dedicated team to help enhance their proposition experience even further. Someone who can evidence extra mile client experience will be essential.

Our practice is located in The Market House, Cornmarket, in the beautiful Town of Wimborne, and is situated close to the Wimborne Minster.

Being a family business, we pride ourselves on treating & respecting our clients as if they were part of the family.

The role - Financial Planning Administrator

You will provide efficient administrative support within our practice in Wimborne, in respect of the business generated, and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations, and valuations, as well as processing all new business documentation in accordance with the agreed service and quality standards. You will be required to handle queries from clients, third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.

The person - Financial Planning Administrator

You will be able to demonstrate exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You must be able to show initiative, have excellent IT skills and be a strong communicator.
As you will have contact with clients, it is essential that you are professional and confident in dealing with clients and third parties, have excellent communication skills, and can work with total discretion.

Ideally, you have been working within an IFA or Wealth Management environment or Financial Services industry experience, or you may have transferable skills from a similar professional environment.

How to apply - Please apply via the Burgh Recruitment website, who will be in contact with you in due course.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page.
Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

All information you send to us will be kept in line with current data protection requirements. Andrew David Associates is committed to equality and values diversity in our team. We welcome and encourage applications from people of all backgrounds.

We reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate. We look forward to receiving your application.
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 £198.5bn. 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.