Wealth Management Administrator — Growth Path

Ikrut

Newbury

On-site

GBP 32,000 - 39,000

Full time

6 days ago

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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.