Wealth Management Administrator

Burgh Recruitment; England; On-site; GBP 24,000 - 32,000; Full time

Job summary

A notable recruitment agency is seeking a Wealth Management Administrator to support a financial practice in Hertfordshire. The role focuses on providing top-tier administration for clients and involves managing Salesforce. Candidates should have experience in financial services and strong IT and communication skills. This full-time position offers a chance for professional growth within a well-established company.

Qualifications

• Experience in financial services is required.
• Positive attitude and professional demeanor essential.
• Ability to work independently and with discretion.

Responsibilities

• Serve as the primary contact for clients and providers.
• Provide high-level administrative support.
• Process new business and fund transfers.
• Manage client details in Salesforce.
• Carry out fund switches and financial calculations for clients using specific systems and processes
• Ensure that business obtained is being processed in a timely way
• Set up the clients' annual reviews and be able to produce the review letters
• Responsible for managing Salesforce and keeping all client details up to date

Skills

Excellent IT skills

Communication skills

Organizational skills

Experience with Salesforce CRM

Salesforce CRM

Tools

Salesforce CRM

Job description

Overview

Wealth Management Administrator

Location: Hertfordshire, AL10

Hours: Full time

An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.

Responsibilities

• You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• Submitting new business and fund transfers using bespoke software
• Sending out correspondence and requesting detailed information for Pension Transfer cases
• Carrying out fund switches and financial calculations for clients using specific systems and processes
• You will need to ensure that business obtained is being processed in a timely way
• You will be setting up the clients' annual reviews and be able to produce the review letters
• You will be responsible for managing Salesforce and keeping all client details up to date

The Person

• This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
• You have been working in Financial Services for several years, ideally for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
• You have excellent IT and communication skills, are highly organised and can make decisions
• Ideally you will have used the Salesforce CRM system
• You are a self-starter and able to work with little or no supervision
• Most importantly, you are confident in dealing with Clients and third parties with total discretion
• You will ideally have previous experience but training in some of these areas can be provided.

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 £198.5bn. This business is well established and highly successful.

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.

Seniorities and Employment

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Administrative and Finance

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