Wealth Management Administrator

Ikrut; Kingswood; On-site; GBP 30,000 - 40,000; Full time

Job summary

St. James's Place Partner Practice in Salisbury seeks a Wealth Management Administrator to join the team. The role focuses on handling client enquiries, coordinating with providers, and processing new business with accuracy in a busy office environment.

You will support advisers, manage client data in Salesforce, and assist with pension transfers, fund switches, and annual reviews. The position offers progression through SJP accreditation and a clear career path.

Qualifications

• Experience in financial services is desirable.
• Experience with client-facing administrative tasks is advantageous.
• Proficient IT skills and ability to use bespoke software.

Responsibilities

• Be the go-to person for clients and third parties with enquiries.
• Provide high-level administrative support with excellent customer service.
• Submit new business and fund transfers using bespoke software.
• Draft correspondence and gather information for pension transfer cases.
• Perform fund switches and financial calculations using specified systems.
• Process all business within agreed timescales.
• Set up annual reviews and produce review letters.
• Maintain accurate client data in Salesforce.

Skills

SalesforceCRM

IT proficiency

Communication skills

Organisational skills

Discretion

Self-starter

Client-facing

Tools

Salesforce CRM

Job description

Wealth Management Administrator

Location: Salisbury

Salary: £30,000 - £40,000 (DoE)

Hours: Full time - In Office

An excellent opportunity has arisen for a professional Wealth Management 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.

The Role: Wealth Management Administrator

The role offers variety and challenge, including but not limited to:

• 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 be processing all business within agreed timescales
• 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: Wealth Management Administrator

• 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 andcan 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 £240.8bn. 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.