Wealth Management Administrator

Burgh Recruitment Ltd (Financial Services); Leeds; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading Financial Services firm is seeking a Wealth Management Administrator in Leeds. Join a dynamic team where you will provide essential administrative support and drive a meaningful career in financial services. Ideal candidates are organized, confident, and customer-focused, with experience in the sector.

Qualifications

• Experience in Financial Services for several years.
• Highly organized with excellent communication skills.
• Confident in dealing with clients and third parties.

Responsibilities

• Serve as the point of contact for clients and third parties.
• Provide high-level administrative support and customer service.
• Manage Salesforce and maintain client records.

Skills

Communication

IT skills

Organizational skills

Customer service

Tools

Salesforce CRM

Job description

Social network you want to login/join with:

Burgh Recruitment Ltd (Financial Services)

Location:

Leeds, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

94047d12bb50

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

Wealth Management Administrator

Location - Leeds

Salary - Up to £30k, depending on experience

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 develop an interesting and meaningful career path in financial services and wealth management.

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 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: 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 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 £188.6bn. 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.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.