Wealth Management Administrator

Wealth Management Administrator

Location: Bolton, BL1

Salary:up to £26,000 (Excellent benefits including bonuses, loyalty reward scheme, pension, team social events, generous holiday allowance and exam support)

Hours: 35 hours, with potential for hybrid 3/2 in office working pattern (after probation)

Working as part of the team at an Appointed Representative of St. James’s Place Plc.

You will be proving administrative support to the Partner and Advisors in this well established and highly successful Practice. This varied and important role is firmly focussed on delivering an unrivalled level of Client service at all times.

The Role: Wealth Management Administrator

• Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
• Dealing with enquiries and correspondence from clients and providers by email and phone
• Booking in review meetings and preparing files including required documentation; product research; illustrations; and other supporting documentation
• Managing the database of clients and diary management for the Partner and Advisors
• Processing new business and fund switch applications using bespoke software, liaising with SJP admin teams to resolve queries
• Speaking with the administration centre
• Processing business & submitting applications via CRM system
• Sending out letters of authority to companies and chasing up their replies
• Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines
• Email Inbox management
• Producing high quality client correspondence to clients at all times
• Dealing with adviser and client queries

You will need some relevant, previous experience to undertake this role, but some training will be given and there is scope within this role to progress your career and develop your knowledge within this exciting and fast paced environment.

The Person: Wealth Management Administrator

This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a 'can do’ working style.

• You will have been working in Financial Services for at least 12 months and have good all-round knowledge which you are looking to expand and develop
• You have excellent IT and communication skills, are highly organised and can make decisions
• Ideally, you have used the CRM Salesforce or a similar system
• You are a self-starter and able to work with little or no supervision, meet deadlines and prioritise your workload effectively
• You will understand the importance of getting things right first time, so your attention-to-detail is key in this role

St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £168.2n.

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.

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