Wealth and Mortgage Administrator

TN United Kingdom; London; On-site; GBP 26,000 - 32,000; Part time

Job summary

Join a leading FTSE 100 Wealth Management company as a Wealth Management & Mortgage Administrator. This role involves supporting partner activities, managing applications, and maintaining client relationships in a dynamic environment. With flexible hours and the potential for full-time work, this position is ideal for organized and proactive individuals who excel in communication and IT skills. Be part of a team dedicated to serving high-net-worth clients and contribute to a company with substantial funds under management. If you have a passion for finance and administration, this opportunity is for you!

Qualifications

• Experience with SJP systems and processes preferred.
• Mortgage administration experience preferred.

Responsibilities

• Processing applications to SJP and managing new business cases.
• Updating client records via Salesforce and maintaining diaries.
• Building strong relationships with clients and lenders.

Skills

Communication Skills

IT Skills

Organizational Skills

Proactive Approach

Tools

Salesforce

Job description

Wealth Management & Mortgage Administrator

Location: Knightsbridge, London - In office

Position: Permanent, Part-time (3-4 days per week), with potential for full-time for the right candidate

Hours: 09:00 – 17:30 (flexible)

Salary: £26,000 - £32,000 (pro-rata, depending on days worked)

Job Specification

Supporting all aspects of partner support including PA, administration, and business processing as part of a team at an Appointed Representative of St. James’s Place.

Responsibilities

• Processing applications to SJP and external financial providers
• Managing new business cases from application to completion using electronic systems
• Data collation and illustration creation
• Updating CFR and client records via Salesforce
• Preparing suitability letters
• Maintaining diaries and scheduling reviews
• Providing updates to clients and lenders
• Building and maintaining strong relationships with clients and lenders
• Ensuring client database is current and accurate
• Setting up annual reviews and producing review letters

Person Attributes

• Experience with SJP systems and processes preferred
• Mortgage administration experience preferred
• Strong communication and IT skills
• Organized and proactive

St. James’s Place plc is a leading FTSE 100 Wealth Management company with over £188.6bn funds under management, serving a high-net-worth client base.

Note: Candidates will undergo standard financial and identity checks.

Application process: Candidates will be directed to Burgh Recruitment's site, where they must accept the privacy policy and submit their application. Confirmation will be sent via email.