Wealth Management Administrator

Ikrut; Newbury; On-site; GBP 32,000 - 39,000; Full time

Job summary

St. James’s Place Partner Practice is seeking a Wealth Management Administrator in Newbury for a full-time, in-office role.

You will be the go-to person for clients and third parties, handling general enquiries and chasing funds and information. You will provide a high level of administrative support with excellent customer service, submit new business and fund transfers using bespoke software, and manage Pension Transfer case information.

Qualifications

• Several years' experience in Financial Services, ideally with a St. James's Place Partner Practice.
• Excellent IT and communication skills, highly organised and able to make decisions.
• Confidence in dealing with clients and third parties with discretion.

Responsibilities

• Be the ‘Go To' person for clients and third parties for general enquiries and chasing providers for funds/information.
• Provide high level administrative support with excellent customer service to clients of the Practice.
• Submit new business and fund transfers using bespoke software.
• Send out correspondence and request detailed information for Pension Transfer cases.
• Carry out fund switches and financial calculations for clients using specific systems.
• Process all business within agreed timescales.
• Set up clients' annual reviews and produce review letters.
• Manage Salesforce and keep all client details up to date.

Skills

Salesforce

IT skills

Communication

Organisation

Decision making

Tools

Salesforce CRM

Job description

Wealth Management Administrator

Location: Newbury

Salary: Up to £35,000 (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

• 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.

If this sounds like the right opportunity for you, we’d love to hear from you. You don’t need to meet every single requirement to apply. What matters most is your confidence, enthusiasm, attention to detail and willingness to take the next step in your career. The application process is straightforward, and every application is personally reviewed.

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.