Wealth Management Admin Specialist

Ikrut; Shaftesbury; On-site; GBP 26,000 - 38,000; Full time

Job summary

St. James’s Place Partner Practice in Shaftesbury is seeking a Financial Services Administrator to support Advisers and clients with administration and service excellence. The role offers progression via the SJP Accreditation framework and an opportunity to develop a meaningful career path.

You will be the go-to for clients and third parties, handle enquiries, process new business and fund transfers, and maintain client data and Pension Transfer information with accuracy and discretion.

Qualifications

• Experience in Financial Services is preferred.
• Strong IT and communication skills are essential.
• Well organised with the ability to handle multiple tasks.

Responsibilities

• Be the go-to person for clients and third parties for enquiries and information.
• Provide high-level admin support while delivering excellent customer service.
• Submit new business and fund transfers using bespoke software.
• Request information for Pension Transfer cases.
• Carry out fund switches and financial calculations using specified systems.
• Process all business within agreed timescales.
• Maintain up-to-date client details in Salesforce.

Skills

Communication skills

IT skills

Organisational skills

Tools

Salesforce CRM

Job description

St. James’s Place Partner Practice in Shaftesbury is seeking a Financial Services Administrator to support Advisers and clients with administration and service excellence. The role offers progression via the SJP Accreditation framework and an opportunity to develop a meaningful career path.

You will be the go-to for clients and third parties, handle enquiries, process new business and fund transfers, and maintain client data and Pension Transfer information with accuracy and discretion.