Wealth Management Administrator

We are recruiting for a Wealth Management Administrator for a well-established partner practice of St. James’s Place Wealth Management based in Snetterton, Norwich (NR16 2).

Role overview

The role of Wealth Management Administrator is to provide a high level of administrative and client servicing support with our company’s clients, assisting them with the onboarding process, and ensuring they have a key point of contact enhancing their overall relationship and experience with the company. They will also support a small team of Financial Planners with administration responsibilities relating to the clients to ensure the client relationship is optimised at all times.

The company offers clients trusted advice on Investments, Pensions, IHT Planning, Mortgages and Protection.

The role will involve a combination of client servicing and administrative support tasks to ensure all clients received a first-class client servicing experience. Please note whilst previous experience in wealth management, financial services or banking is desirable, it is NOT essential as full training shall be provided on all areas of administrative support.

Long term there is the opportunity work towards becoming the Practice Manager within the business should this be in line with the successful candidates career goals.

Please note this role is office based and the due to the location, own transport is essential.

Role requirements

Client servicing

• Client relationship management - Main / first point of contact for the office for all clients both face to face, via the company email inbox and in writing.
• Regular contact with third party providers including pension providers and SJP centralised administration team.
• Responding to all client requests in a timely manner

Administration

• Appointment and client meeting pack preparation for financial advisers
• Provide inbox management support to financial planners, managing emails, delegating actions, activities, deadlines and reminders
• Support the Financial Planners to ensure end-to-end business processes are adhered to and tracked efficiency in line with Practice and regulatory standards
• Regularly updating the Salesforce CRM system
• Preparing basic client report and review letters.
• Ensuring all client files are compliant with the company, SJP and FCA’s requirements

Knowledge & experience required:

• Previous experience of working within a financial compliant environment such as wealth management, financial services, banking, retail banking would be highly advantageous but NOT essential as full training will be provided.
• High level of computer literacy including Microsoft Outlook, Word, Excel and PowerPoint.
• Previous experience of CRM (client relationship management) systems such as Salesforce, or iBusiness highly advantageous.
• Minimum GCSE grade C / 5 or above (or equivalent) in both Maths and English

Skills & behaviours required:

• Excellent communication skills, face-to-face, via telephone and in writing.
• Comfortable building relationships with people from all backgrounds including those of high net worth
• Ability to build rapport swiftly with clients in a friendly and professional manner
• Confidential, with ability to work with discretion as required
• High level of accuracy and attention to detail
• Manages time effectively with the ability to multi-task as required
• Natural problem solver with the ability to make decisions
• Demonstrates a professional, proactive and positive attitude at all times
• Able to work both independently and as part of a team, working towards shared goals
• Demonstrates a calm, friendly and professional manner at all times

Additional information:

• Salary: £21-28K per annum (dependant on skills and experience)
• Hours of work: 9.00am to 5.00pm / 8.30am to 4.30pm - Office based role
• Days of work: Monday to Friday (option of 4 or 5 days a week)
• Location: Snetterton, Norwich, NR16 2
• Parking: Free on-site parking available
• Driving licence: Due to the location of this role, which is not accessible via public transport, driving licence / available transport is required.
• Holiday entitlement: 25 days per annum, plus bank holidays
• Pension: Company auto-enrolment pension provided

To apply for this fantastic opportunity as Wealth Management Administrator, please apply online