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For Companies At a Glance
- Tasks: Support clients and manage administrative tasks in a dynamic wealth management environment.
- Company: Join St. James’s Place, a top FTSE 100 Wealth Management firm with a strong reputation.
- Benefits: Enjoy a competitive salary, career development opportunities, and a friendly team culture.
- Why this job: This role offers meaningful work, client interaction, and the chance to grow in financial services.
- Qualifications: Experience in Financial Services, excellent IT skills, and a proactive attitude are essential.
- Other info: Standard Financial and Identity checks will be conducted for successful candidates.
The predicted salary is between 24000 - 30000 £ per year.
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:
- 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:
- 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 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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Wealth Management Administrator employer: St. James's Place Wealth Management
Contact Detail:
St. James's Place Wealth Management 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, as this will show your initiative and readiness to hit the ground running.
✨Tip Number 2
Research St. James’s Place and their approach to wealth management. Understanding their values and client base will help you tailor your conversations during interviews, demonstrating that you're not just looking for any job, but are genuinely interested in contributing to their team.
✨Tip Number 3
Prepare examples from your previous experience that showcase your organisational skills and ability to manage multiple tasks. Be ready to discuss how you've successfully handled client enquiries or administrative challenges in the past, as this will highlight your suitability for the role.
✨Tip Number 4
Network with professionals in the financial services sector, especially those who have experience with St. James’s Place. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial during your application process.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Wealth Management Administrator position. Tailor your application to highlight relevant experience and skills that match the role.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial services, particularly with St. James’s Place or similar firms. Mention specific tasks you've handled that align with the job description, such as managing client relationships or using Salesforce.
Showcase Your Skills: Make sure to showcase your IT and communication skills in your application. Provide examples of how you've used these skills in past roles, especially in a customer service context, to demonstrate your ability to support clients effectively.
Personalise Your Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you are interested in working for St. James’s Place and how you can contribute to their team, focusing on your proactive approach and ability to work independently.
How to prepare for a job interview at St. James's Place Wealth Management
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and wealth management. Be prepared to discuss your experience in the industry, especially any specific roles you've held that relate to the responsibilities of a Wealth Management Administrator.
✨Demonstrate Your Organisational Skills
Since the role requires excellent organisational abilities, think of examples from your past work where you successfully managed multiple tasks or projects. Highlight how you prioritised your workload and maintained attention to detail.
✨Familiarise Yourself with Salesforce
If you have experience using Salesforce, be ready to discuss it. If not, do some research on its functionalities and how it can be used in wealth management. Showing initiative in learning about the tools they use will impress your interviewers.
✨Prepare for Client Interaction Scenarios
As you'll be dealing with clients and third parties, prepare for questions about how you would handle various client scenarios. Think about how you would maintain professionalism and discretion while providing excellent customer service.
