Wealth Management Administrator — Client Services Pro

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

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.