Practice Manager - Wealth Management

St. James's Place Wealth Management; London; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A leading Wealth Management company is seeking a proactive Practice Administrator in London. The role involves high-level administrative support, client communication, and managing Salesforce. Ideal candidates will have experience in financial services, strong organizational skills, and a professional demeanor.

Qualifications

• Experience in Financial Services or Wealth Management.
• Excellent IT and communication skills.
• Ability to work independently and make decisions.

Responsibilities

• Provide high-level administrative support to clients.
• Manage Salesforce and keep client details updated.
• Handle post-review actions and track Business Pipeline.

Skills

Customer Service

Communication

Organization

Numeracy

Initiative

Tools

Salesforce

Job description

Practice Administrator - Wealth Management

Location: London / Hybrid

Salary: Up to £35,000, depending on experience

Working as part of the team at a Partner Practice of St. James's Place Plc, providing bespoke financial advice and services to a broad range of clients, including individuals, families, and businesses.

An excellent opportunity has arisen for a professional and proactive Administrator with experience in financial services or wealth management.

You will join a fast-paced team, managing workload and offering support as required. The business is well established and highly successful.

The Role: Practice Administrator - Wealth Management

• You will provide high-level administrative support while maintaining excellent customer service to clients of the Practice.
• You will be a point of contact for clients and third parties, handling both general and technical enquiries.
• You will set up clients' annual reviews, produce and collate key data, and prepare relevant illustrations, projections, valuations, and compliance documentation.
• You will manage Salesforce, ensuring all client details are up to date.
• You will handle post-review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios.
• You will track the Business Pipeline and provide regular updates to Clients and Advisers, ensuring seamless communication.

The Person: Practice Administrator - Wealth Management

This role suits a confident, numerate, and professional individual who enjoys using initiative and has a proactive working style.

• You will have experience working in Financial Services, ideally with a St. James's Place Practice or an IFA, with good all-round knowledge you seek to expand and develop.
• You enjoy liaising with Clients and colleagues, with a natural ability to build rapport and effective working relationships.
• You possess excellent IT and communication skills, are highly organized, and capable of making decisions.
• Experience with CRM Salesforce is preferred.
• You are a self-starter, able to work independently.
• Confidence in dealing with third parties and maintaining discretion is essential.

St. James's Place Plc (SJP) is a leading FTSE 100 Wealth Management company, distributing a range of Investment and Retirement products to a High Net Worth client base, with funds under management exceeding £188.6bn. The company is well established and highly successful.

Please note that this Partner Practice will conduct standard Financial and Identity checks on candidates offered a role.

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