Senior Wealth Management Administrator

Your Resourcing Partner Ltd; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Management Administrator / Practice Manager to join their dynamic team in Moorgate, London. This role is perfect for those looking to advance their administrative careers within financial services. The successful candidate will provide essential support to a Senior Partner, engaging in client servicing, business processing, and administration tasks. You'll be pivotal in ensuring efficient operations while maintaining high professional standards. With a focus on client outcomes and regulatory compliance, this position offers a great opportunity to grow and develop in a supportive environment. If you are organized, detail-oriented, and ready to take on challenges, this role is for you!

Benefits

25 days paid holiday

Auto-enrolment pension scheme

Full training provided

Flexible working hours during peak times

Qualifications

• Experience in financial services administration is highly desirable.
• Strong organizational and communication skills are essential.
• Proficient in using Salesforce and Microsoft Office tools.

Responsibilities

• Support the financial adviser with client servicing and administration.
• Prepare client meeting packs and manage documentation processes.
• Mentor junior administrators and ensure compliance with regulations.

Skills

Administrative Experience

Communication Skills

Organizational Skills

Attention to Detail

Client Relationship Management

Education

A Level or Degree

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

New opportunity: Senior Wealth Management Administrator / Practice Manager

Suitable for long-term administrator / future practice manager.

Role overview

We are recruiting for a full time Senior Wealth Management Administrator / Practice Manager to support a Senior Partner within a successful principal partner practice of St. James s Place Wealth Management, based in Moorgate, London.

The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an operational level with a mix of client servicing, business processing, general administration and basic level paraplanning. The Financial Adviser has a small team of financial advisers under them, and therefore the individual would on occasions mentor and support the more junior level administrators in the wider team as required.

It would be particularly suited to an individual seeking a long-term senior administrative career / existing practice manager / or aspiring practice manager. The successful candidate will ideally have previous experience of working either in a support role for financial adviser as an administrator or practice manager within an IFA or an SJP practice. Previous experience of SJP systems / Salesforce / FE Analytics is highly advantageous but not essential.

Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must.

Role content:

The role will include, but is not limited to the following responsibilities:

• Pro-active and structured approach to the partners administration needs, ensuring the efficient smooth running of the back-office support; focus on best client outcomes whilst diligently adhering to regulatory process.
• Prepare full and bespoke client CFRs via Salesforce and supporting documentation to assist with the automated production of suitability letters across and seek relevant approvals for business submissions on behalf of the Adviser.
• Become competent and proficient in use of support systems, e.g. Salesforce, My Practice, iBusiness, Voyant, FE Analytics to provide full client task and client review management process
• Preparing client meeting packs in advance, using support systems to provide data analysis of clients funds and investments
• Manage partners Letter of Authority (LoA s) process; gathering signed client LoAs; liaising with LoA management service to receipt of complete 3rd party provider documentation
• Ensure that client and business files are accurately maintained and filed/archived in line with compliance regulations.
• Liaising with internal marketing team, as directed by the financial adviser.
• Dealing with client queries via telephone, email, face-to-face or in writing as required and directed by the financial adviser.
• Maintain the high professional standards required, in line with the culture and values of the business.
• Supporting / leading the existing administrators in the wider team

Technical skills required

• Previous administrative experience highly desirable.
• Previous experience working in administration within financial services, with a basic understanding of pensions and / or investments in an administrative capacity advantageous (but not essential)
• First class organisational skills to deliver against a wide variety of tasks
• Effective communication skills verbally, face to face and in writing
• Highly computer literate: Word, Excel, Outlook
• Good A Level or Degree results.
• SJP experience highly advantageous but not essential.

Personal attributes

Scrupulous high level of accuracy and attention to detail in work

Naturally comfortable working in a numeric environment

Experienced in delivering in a fast-paced environment.

Strong interpersonal / client relationship management skills

Ability to manage own workloads and multitask where appropriate

Able to work independently, disciplined in work approach with the ability to get the job done

Professional and approachable manner to clients and colleagues

Highly professional and well presented with a strong work ethic

Ability to work effectively under pressure to meet tight deadlines where required

Able to deal with individuals at all levels, including those of high net worth

Able to work in a high confidential and discreet environment

Pro-active in approach

Additional information

Salary: GBP30-40K depending on experience

Role type: Employed role, auto-enrolment pension scheme.

Location: Moorgate, London

Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard.

Training: Full training shall be provided

Holiday: 25 days plus bank holiday paid holiday entitlement

Pension: Auto-enrolment pension scheme provided

To apply for this excellent opportunity or for further information, please apply online