Wealth Management Administrator

Burgh Recruitment Ltd (Financial Services); Brighton; On-site; GBP 27,000 - 33,000; Full time

Job summary

St. James’s Place plc, a leading wealth management company, is recruiting an Administrator for a Brighton-based practice. The role supports the Adviser, manages diaries, coordinates client meetings, and handles communications and documentation across pensions, investments, and protection.

A strong administrative background in financial services and proficiency in MS Office are essential. Experience with client relationship management systems (Salesforce desirable) and LinkedIn usage will help

Qualifications

• Relevant experience in Administration/PA within a Financial Advice business.
• Excellent customer service and ability to build rapport with clients.
• Strong attention to detail and problem solving with initiative.

Responsibilities

• Providing administrative support to the Adviser and day-to-day operations.
• Diary management and arranging appointments.
• Greeting clients ahead of meetings with the Adviser and handling client communications.
• Preparing letters, presentations, and reports.
• Preparing documentation for Partner meetings and back‑office systems entries.
• Gathering information for illustrations and drafting basic suitability reports.
• Managing the pipeline of business and office budgets.

Skills

Customer service

Time management

Attention to detail

Problem solving

Diary management

LinkedIn

Tools

MS Office

Salesforce

Job description

Wealth Management Administrator

Location: Brighton, (BN1)

Salary: up to £30,000 pa

Hours: Full time, office based

A very well established and successful Partner Practice of St. James’s Place (Wealth Management) are recruiting an Administrator to join their team. The Practice provide financial advice to local and national clients on a wide range of products including Pensions, Investments, Tax Planning and Protection, and have grown organic in the last 12 years with a very loyal client base.

Responsibilities

• Providing administrative support to the Adviser, supporting the day-to-day business operations within the Practice
• Diary management
• Arranging appointments
• Greeting clients ahead of their meeting with the Adviser
• Client communications by telephone and email
• Preparing letters, presentations, and reports
• Preparing all documentation for the Partner’s meetings
• Ensuring client information is recorded accurately on the back-office system and CRM System
• Gathering information for illustrations from product providers
• Drafting basic suitability reports for reviews, fund switches, simple investment/pension advice, and top-ups
• Preparing and sending out ‘Letters of Authority’ to other financial organisations and follow-up
• Managing the pipeline of business through the Practice
• Managing office budgets, ordering stationery
• Assisting the Partner with marketing administration

This is an interesting and varied role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

Knowledge and experience:

• Relevant experience of working in an Administration / PA role within a Financial Advice business
• Previous experience of working in St. James’s Place Practice would be useful but is not essential
• Excellent customer service and the ability to build rapport and manage client relationships
• Strong attention to detail and be able to problem solve and think on your feet
• Good time management and planning skills
• Proficient in MS Office (Outlook, Word, Excel, PowerPoint)
• Well-versed with Social Media usage for business, especially LinkedIn
• Experience of client management systems such as Salesforce would be an advantage, although not essential.

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £220.0bn.

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.