Senior Administrator - Wealth Management

RWA Financial Planning, St. James&s Place; Lancashire; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

33 days holiday

Pension

Exam support

Job summary

RWA Financial Planning in Manchester city centre is seeking an experienced Client Manager (Financial services administrator) to join a busy team. You will provide comprehensive administrative support to Financial Advisers and the Practice Manager, maintaining accuracy and confidentiality across client records.

The role offers hybrid working (approximately 40%), a strong holiday package and support for relevant exams within a reputable St. James's Place partnership.

Qualifications

• Proven administration experience within the St. James's Place Partnership.
• Accurate and discreet with data handling.
• Ability to work under pressure and maintain accuracy.
• Good communication and time management.

Responsibilities

• Provide high quality administrative support to Financial Advisers and the Practice Manager.
• Undertake administrative tasks to support advisers & practice manager.
• Correspond with clients, internal departments and external providers by letter, phone, and email.
• Prepare client meeting files and review/presentation paperwork.
• Enter data into Salesforce and maintain client data across systems.
• Update cash flow models, investment performance reviews, and reports.
• Handle complex cases ensuring compliant processing of business applications.

Skills

Administrative skills

Initiative

Teamwork

Organisational skills

Communication skills

Time management

Discretion

Job description

Overview

An exciting new opportunity has arisen for an exceptional & experienced Client Manager (Financial services administrator) to join a busy team within RWA Financial Planning who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc (SJP).

This is an exceptional opportunity to join a reputable firm at our prestigious offices in Manchester city centre. We offer a great package including 33 days holiday (+ bank holidays) pension and support for relevant exams. Hybrid working (approximately 40%) is available.

Responsibilities

• You will provide high quality administrative support to Financial Advisers and the Practice Manager including, but not limited to;
• Undertake administrative tasks to support the Financial Advisers & Practice Manager as necessary;
• Corresponding with clients, internal departments and external providers by letter telephone and email;
• Preparing files such as client review and presentation paperwork for client meetings;
• Data entry in to various systems including Salesforce and maintaining accurate data across our systems for our clients;
• Updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
• Handle complex cases and ensure that any business applications are processed in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;

Experience & Skills

• Proven record in a previous administration role within the St. James's Place Partnership
• Exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work;
• Be able to show initiative;
• Work well on your own and as part of a team;
• Strong organisational skills;
• Excellent communication skills;
• Good time management skills;
• Work with total discretion;

Join our team and embark on a rewarding career in the financial services industry.

Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.