PA / Practice Administrator - Wealth Management

Burgh Recruitment; United Kingdom; Remote; GBP 29,000 - 35,000; Full time

Job summary

An established industry player is seeking a proactive PA/Practice Administrator to join their remote team in wealth management. This role offers a unique opportunity to manage daily operations, enhance client relationships, and support financial reviews for a respected financial advisory firm. As a key player, you'll utilize your organizational skills and attention to detail to ensure smooth operations while working closely with clients and colleagues. If you're an adaptable multi-tasker with a passion for providing excellent service, this is the perfect opportunity to grow your career in a dynamic environment.

Qualifications

• Proven experience as an Administrator with an SJP Partner Practice.
• Strong attention to detail and excellent customer service skills.

Responsibilities

• Manage day-to-day operations including appointments and client meetings.
• Prepare for Client Financial Reviews and manage CRM system.

Skills

Customer Service

Time Management

Problem Solving

Attention to Detail

Adaptability

Tools

Salesforce

Microsoft Excel

Microsoft Word

Job description

PA / Practice Administrator - Wealth Management

Location: Remote

Hours: Full Time

Salary: Up to £35,000 depending on experience

Are you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?

You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company provides bespoke financial advice and services to a wide range of clients.

Your role will be to manage all the day-to-day operations of the business, including:

• Managing appointments and client review meetings, and responding to client emails and managing the CRM system (Salesforce)
• Preparing for Client Financial Reviews and preparing relevant Illustrations and meeting packs
• Issuing and following up on Letters of Authority with clients and third parties
• Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
• Managing and collating key data for reports and reviews
• Dealing with enquiries on behalf of the Advisor, always focusing on providing excellent levels of service to Clients
• Processing new business and liaising with SJP admin teams
• There is scope within this role to progress and develop your knowledge within this exciting and fast-paced environment

To be the perfect candidate for this role you will need:

• Proven work experience as an Administrator with an SJP Partner Practice
• Excellent customer service and the ability to build rapport and manage client relationships
• Strong attention to detail and the ability to problem-solve and think on your feet
• Good time management and planning skills
• The adaptability and resourcefulness to work remotely
• Strong working knowledge of Excel, Word, and other Microsoft Office Programs
• Confidence in dealing with colleagues and third parties while maintaining total discretion

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.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Administrative and Finance