Wealth Management & Mortgage Administrator

St. James\'s Place Wealth Management; London; On-site; GBP 26,000 - 32,000; Part time

Job summary

Ein etabliertes Unternehmen im Bereich Vermögensverwaltung sucht einen Wealth Management & Mortgage Administrator. In dieser spannenden Rolle unterstützen Sie Partner bei der Verwaltung von Finanzanträgen und der Pflege von Kundenbeziehungen. Diese Position bietet die Möglichkeit, in einem dynamischen Team zu arbeiten, während Sie Ihre Fähigkeiten in der Organisation und Kommunikation weiterentwickeln. Wenn Sie eine proaktive Einstellung haben und gerne mit Menschen arbeiten, könnte dies die perfekte Gelegenheit für Sie sein, sich in einem erfolgreichen Unternehmen weiterzuentwickeln.

Qualifications

• Erfahrung mit SJP-Systemen und -Prozessen ist von Vorteil.
• Erfahrung in der Hypothekenverwaltung ist wünschenswert.

Responsibilities

• Vollständige administrative Unterstützung für den Partner bereitstellen.
• Anträge bei SJP und externen Finanzanbietern bearbeiten.

Skills

Kommunikationsfähigkeiten

IT-Kenntnisse

Aufmerksamkeit fürs Detail

Organisation

Proaktive Arbeitsweise

Tools

Salesforce

Job description

Wealth Management & Mortgage Administrator

Salary: £26,000 - £32,000 Annual pro-rata, depending on days worked

Location: London

Description:

Wealth Management & Mortgage Administrator

Location: Knightsbridge, London - In office

Position: Permanent, Part-time (3-4 days per week), with potential for full-time for the right candidate

Hours: 09:30, flexible start time

Salary: £26,000 - £32,000 (pro-rata, depending on days worked)

Job Specification:

Partner Support Staff (PSS) covering all aspects including PA, administration, and business processing, working as part of the team at an Appointed Representative of St. James's Place.

Responsibilities:

• Provide full administrative support to the Partner, including:
• Processing applications to SJP and external financial providers
• Administering new business cases from application to completion using electronic and online systems
• Collating data
• Creating illustrations
• Updating CFR and client records via Salesforce
• Preparing suitability letters
• Helping maintain the diary
• Providing information, guidance, and updates to clients and lenders
• Building strong relationships with clients and lenders, maintaining the client database, and ensuring information is current
• Setting up annual reviews and producing review letters
• General office administration duties

Person Attributes:

• Previous knowledge and experience of SJP systems and processes (preferable)
• Previous mortgage administration experience (preferable)
• Strong communication and IT skills
• Good attention to detail
• Organized and proactive

St. James's Place plc (SJP) is a leading FTSE 100 Wealth Management company distributing a range of investment and retirement products to a high-net-worth client base. Funds under management exceed £188.6bn. The company is well-established and highly successful.

Please note that candidates offered roles within this Practice will undergo standard financial and identity checks.

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