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- Tasks: Join a dynamic team managing client appointments and financial reviews in a fast-paced environment.
- Company: Be part of St. James’s Place, a top FTSE 100 Wealth Management company with over £184.4bn in funds.
- Benefits: Enjoy a hybrid work model and opportunities for professional growth within a supportive team.
- Why this job: This role offers hands-on experience in financial services with potential for career advancement.
- Qualifications: Ideal candidates have experience in Financial Services, strong IT skills, and a proactive attitude.
- Other info: Training is available, and a standard Financial and Identity check will be conducted for successful candidates.
The predicted salary is between 28000 - 42000 £ per year.
Wealth Management Administrator – Financial Services
Location: London City – Hybrid
Salary: Up to £35,000 (DoE)
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional Wealth Management Administrator – Financial Services
You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful.
The Role: Wealth Management Administrator – Financial Services
- Managing appointments and client review meetings, and responding to client emails and managing the CRM system
- Preparing for Client Financial Reviews and preparing relevant Illustrations and meeting packs
- Issuing and following up on Letters of Authority with clients and third parties
- Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
- You will be managing and collating key data for reports and reviews
- Dealing with enquiries on behalf of the Advisor, always focussing on providing excellent levels of service to Clients
- You will be processing new business and liaising with SJP admin teams
- There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework
The Person: Wealth Management Administrator – Financial Services
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 several years, ideally with an SJP 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 have used the CRM Salesforce
- You are a self-starter and able to work with little or no supervision
- It is essential that you are confident in dealing with third parties and can work with total discretion.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 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 £184.4bn. This business is well established and highly successful.
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.
Burgh Recruitment | Wealth Management Administrator - Financial Services employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Burgh Recruitment | Wealth Management Administrator - Financial Services
✨Tip Number 1
Familiarize yourself with the specific services and products offered by St. James’s Place Plc. Understanding their investment and retirement solutions will help you demonstrate your knowledge during the interview.
✨Tip Number 2
Highlight your experience with CRM systems, especially Salesforce. If you have used it in previous roles, be ready to discuss how you utilized it to enhance client relationships and streamline processes.
✨Tip Number 3
Prepare examples of how you've provided excellent customer service in past positions. This role emphasizes client interaction, so showcasing your ability to manage client expectations and resolve issues will set you apart.
✨Tip Number 4
Research common financial services terminology and practices. Being able to speak the language of wealth management will not only boost your confidence but also impress the hiring team with your commitment to the industry.
We think you need these skills to ace Burgh Recruitment | Wealth Management Administrator - Financial Services
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Wealth Management Administrator position. Make sure you understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in Financial Services, particularly any roles that involved client management, CRM systems, or working with high net worth clients. Use specific examples to demonstrate your skills.
Showcase Your Skills: Make sure to highlight your IT and communication skills, as well as your ability to work independently. Mention any experience with Salesforce or similar CRM systems, as this is a plus for the role.
Craft a Strong Cover Letter: Write a compelling cover letter that reflects your enthusiasm for the role and the company. Discuss why you are a good fit for the Wealth Management Administrator position and how you can contribute to the team.
How to prepare for a job interview at Burgh Recruitment
✨Show Your Financial Services Knowledge
Make sure to brush up on your knowledge of financial services, especially if you have experience with SJP Partner Practices. Be prepared to discuss specific scenarios where you've applied your expertise.
✨Demonstrate Your Organizational Skills
Since the role involves managing appointments and client reviews, highlight your organizational skills. Share examples of how you've successfully managed multiple tasks or projects simultaneously.
✨Familiarize Yourself with CRM Systems
If you have experience with Salesforce or similar CRM systems, be ready to discuss it. If not, show your willingness to learn and adapt quickly to new technologies.
✨Exhibit Excellent Communication Skills
As you'll be dealing with clients and third parties, it's crucial to demonstrate your communication skills. Practice articulating your thoughts clearly and confidently, and be prepared to answer questions about how you handle client inquiries.
