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- Tasks: Be the go-to person for clients, managing enquiries and providing top-notch admin support.
- Company: Join a friendly St. James’s Place Partner Practice focused on financial needs of diverse clients.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and opportunities for career growth.
- Why this job: Develop a meaningful career in wealth management with a supportive team and impactful work.
- Qualifications: Experience in Financial Services preferred; strong IT, communication skills, and self-starter attitude required.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
The predicted salary is between 36000 - 60000 £ per year.
Wealth Management Administrator Location: Manchester (M3) / Hybrid working pattern available Salary: Highly Competitive + Bonus Hours: Full time An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will have the opportunity to develop an interesting and meaningful career path in financial services and wealth management. The Role: Wealth Management Administrator The role offers variety and challenge, including but not limited to: You will be the ‘Go To\’ person for clients and third parties dealing with general enquiries, and chasing providers for funds and information Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice Submitting new business and fund transfers using bespoke software Sending out correspondence and requesting detailed information for Pension Transfer cases Carrying out fund switches and financial calculations for clients using specific systems and processes You will need to ensure that business obtained is being processed in a timely way You will be setting up the clients\’ annual reviews and be able to produce the review letters You will be responsible for managing Salesforce and keeping all client details up to date The Person: Wealth Management Administrator This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style. You have been working in Financial Services for several years, ideally for a St. James\’s Place Partner Practice 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 will have used the Salesforce CRM system You are a self-starter and able to work with little or no supervision Most importantly, you are confident in dealing with Clients and third parties with total discretion You will ideally have previous experience but training in some of these areas can be provided. 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. Seniority level Mid-Senior level Employment type Full-time Job function Administrative and Finance #J-18808-Ljbffr
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarise yourself with the specific software and systems mentioned in the job description, particularly Salesforce. If you haven't used it before, consider taking an online course or tutorial to get a basic understanding of how it works.
✨Tip Number 2
Network with professionals already working in wealth management or at St. James’s Place. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could help your application stand out.
✨Tip Number 3
Prepare to demonstrate your customer service skills during the interview. Think of examples from your past experiences where you successfully managed client relationships or resolved issues, as this will be crucial for the role.
✨Tip Number 4
Research the latest trends in financial services and wealth management. Being knowledgeable about current market conditions and client needs can show your enthusiasm for the role and your commitment to professional development.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administration. Emphasise any previous roles where you managed client relationships or used Salesforce, as these are key aspects of the job.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your organisational abilities and customer service experience.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the Wealth Management Administrator role, such as IT proficiency, communication skills, and the ability to work independently. Provide examples of how you've demonstrated these skills in past positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in this role.
How to prepare for a job interview at Burgh Recruitment
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and wealth management. Be prepared to discuss key concepts, especially those relevant to the role, as this will demonstrate your understanding and commitment to the industry.
✨Familiarise Yourself with Salesforce
Since the role involves managing client details using Salesforce, make sure you have a good grasp of how the system works. If you have prior experience, be ready to share specific examples of how you've used it effectively in past roles.
✨Showcase Your Customer Service Skills
As a Wealth Management Administrator, you'll be the 'Go To' person for clients. Prepare to discuss how you've handled client enquiries and maintained high levels of customer service in previous positions. Use specific examples to illustrate your approach.
✨Demonstrate Your Organisational Skills
This role requires excellent organisational abilities. Be ready to talk about how you manage your workload, prioritise tasks, and ensure timely processing of business. Highlight any tools or methods you use to stay organised.
