Wealth Management Operations Administrator

St. James's Place Wealth Management; Epsom; On-site; GBP 32,000 - 42,000; Full time

Job summary

St. James’s Place Wealth Management is seeking a Technical Administrator in the Epsom area to support advisers by writing reports related to business generated and ensuring timely, compliant processing.

The role involves checking CFRs, collating client information, and preparing suitability letters and illustrations for reviews and new business. You will liaise with third parties, manage cases to completion, and gain exposure to the SJP Accreditation framework while advancing your career within

Qualifications

• Self-starter able to work with minimal supervision.
• Experience in IFA or Wealth Management preferred.
• CRM experience, ideally Salesforce.
• Experience with IHT, pension or investment product administration.

Responsibilities

• Check CFRs.
• Collate client information.
• Prepare suitability letters and illustrations (reviews and new business).
• Manage cases to completion.
• Liaise with third parties and internal processing systems.

Skills

Self-starter

Client servicing

Discretion

CRM experience

Education

Level 4 Diploma in PFS

FPC qualification

Tools

Salesforce

Job description

St. James’s Place Wealth Management is seeking a Technical Administrator in the Epsom area to support advisers by writing reports related to business generated and ensuring timely, compliant processing.

The role involves checking CFRs, collating client information, and preparing suitability letters and illustrations for reviews and new business. You will liaise with third parties, manage cases to completion, and gain exposure to the SJP Accreditation framework while advancing your career within