Wealth Administrator (SJP) - Durley

Wealth Administrator (SJP) - Durley

Winchester Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Financial Advisers with administration, client liaison, and CRM management.
  • Company: Join a dynamic SJP Practice in Durley, focused on financial planning.
  • Benefits: Enjoy free parking, flexible hours, and full training opportunities.
  • Why this job: Gain valuable experience in finance while working in a supportive environment.
  • Qualifications: Previous financial planning experience and strong organisational skills required.
  • Other info: Part-time hours considered; must have own vehicle for commuting.

The predicted salary is between 28800 - 43200 £ per year.

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Wealth Administrator (SJP) – Durley, Durley

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Client:

Location:

Durley, United Kingdom

Job Category:

Other

EU work permit required:

Yes

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Job Reference:

5fea49fa7ce9

Job Views:

17

Posted:

26.07.2025

Expiry Date:

09.09.2025

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Job Description:

Wealth Administrator (SJP) – Durley

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Durley. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).

Key Responsibilities:

  • Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
  • Issuing letter of authorities (LOAs) to providers
  • Chasing financial institutions to provide requested information
  • Telephone liaison with Administration Centres and Paraplanners
  • Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
  • Creating and updating client records and our databases with financial and personal data
  • Maintaining and accurately updating the CRM – using it to effectively manage the business workflow
  • Deciphering policy information and inputting into the company CRM
  • On boarding new clients to our company CRM
  • Preparing client files for review meetings
  • Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
  • Completing illustrations and applications for new business
  • Processing New Business and chasing through to completion
  • Processing Application forms
  • Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
  • Manage the compliance requirements of the business – Ensure new business and client files are fully compliant
  • Maintaining accurate computer records
  • Managing company compliance records
  • Managing the new SJP meeting review process
  • Managing business pipeline
  • Learning to write basic Suitability Letters
  • Assisting with marketing administration
  • Other adhoc duties
  • Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework

Experience and Qualifications:

  • Previous experience within a Financial Planning role
  • Must have a can do attitude
  • Must be flexible and adaptable
  • Exceptional attention to detail is paramount
  • Excellent written English, numerate and analytical
  • Strong organisational skills
  • Ability to use own initiative and Multi task
  • Able to work additional hours when required

This position will be an office based role. Due to their location, it is preferred the candidate will have access to their own vehicle and be able to drive to the practice. Free parking is available on site.

Part time hours will also be considered for this position.

If you would be interested in applying for this opportunity then please submit a copy of your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $(\’#preloader\’).show(); $(\’#contact_form\’).submit(); }

Wealth Administrator (SJP) – Durley

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Durley. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce).

Key Responsibilities:

  • Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
  • Issuing letter of authorities (LOAs) to providers
  • Chasing financial institutions to provide requested information
  • Telephone liaison with Administration Centres and Paraplanners
  • Drafting and proof-reading documents, including client correspondence, presentations, illustrations etc
  • Creating and updating client records and our databases with financial and personal data
  • Maintaining and accurately updating the CRM – using it to effectively manage the business workflow
  • Deciphering policy information and inputting into the company CRM
  • On boarding new clients to our company CRM
  • Preparing client files for review meetings
  • Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
  • Completing illustrations and applications for new business
  • Processing New Business and chasing through to completion
  • Processing Application forms
  • Complete an audit at the end of each case to make sure that all documents are where they are supposed to be
  • Manage the compliance requirements of the business – Ensure new business and client files are fully compliant
  • Maintaining accurate computer records
  • Managing company compliance records
  • Managing the new SJP meeting review process
  • Managing business pipeline
  • Learning to write basic Suitability Letters
  • Assisting with marketing administration
  • Other adhoc duties
  • Full training will be given and there is the opportunity to progress within the SJP Accreditiation Framework
  • Experience and Qualifications:

  • Previous experience within a Financial Planning role
  • Must have a can do attitude
  • Must be flexible and adaptable
  • Exceptional attention to detail is paramount
  • Excellent communication skills
  • Excellent written English, numerate and analytical
  • Strong organisational skills
  • Ability to use own initiative and Multi task
  • Able to work additional hours when required
  • This position will be an office based role. Due to their location, it is preferred the candidate will have access to their own vehicle and be able to drive to the practice. Free parking is available on site.

    Part time hours will also be considered for this position.

    If you would be interested in applying for this opportunity then please submit a copy of your CV to [emailprotected]

    Apply for this job

    Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $(\’#preloader\’).show(); $(\’#contact_form\’).submit(); }

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    Wealth Administrator (SJP) - Durley employer: Artemis Recruitment Consultants

    Join our dynamic team in Durley as a Wealth Administrator, where you will benefit from a supportive work culture that prioritises employee growth and development. With comprehensive training provided and opportunities to progress within the SJP Accreditation Framework, you will thrive in an environment that values flexibility and adaptability. Enjoy the convenience of free on-site parking and the chance to make a meaningful impact in financial administration while working closely with experienced Financial Advisers.
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    Contact Detail:

    Artemis Recruitment Consultants Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Wealth Administrator (SJP) - Durley

    ✨Tip Number 1

    Familiarise yourself with CRM systems, especially Salesforce, as this role heavily relies on them. Consider taking a short online course or tutorial to boost your confidence and demonstrate your initiative.

    ✨Tip Number 2

    Brush up on your financial terminology and processes. Understanding the basics of financial planning and administration will help you communicate effectively with Financial Advisers and clients.

    ✨Tip Number 3

    Network with professionals in the financial services industry. Attend local events or join online forums to connect with others who can provide insights or even referrals for the position.

    ✨Tip Number 4

    Prepare to discuss your organisational skills and attention to detail during the interview. Think of specific examples from your past experience where these skills made a difference in your work.

    We think you need these skills to ace Wealth Administrator (SJP) - Durley

    Financial Administration
    Client Liaison
    CRM Systems Proficiency (including Salesforce)
    Attention to Detail
    Document Drafting and Proofreading
    Organisational Skills
    Multi-tasking Ability
    Compliance Management
    Communication Skills
    Numerical Analysis
    Technical Support
    Business Processing
    Client Onboarding
    Ability to Work Independently
    Flexibility and Adaptability

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience in financial administration and client liaison. Emphasise your familiarity with CRM systems, especially Salesforce, as this is crucial for the role.

    Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the position and the company. Mention specific skills that align with the job description, such as attention to detail and organisational skills, and provide examples of how you've demonstrated these in previous roles.

    Showcase Your Communication Skills: Since excellent written English is essential, ensure your application is free from grammatical errors. Use clear and concise language to convey your points effectively, demonstrating your ability to draft and proof-read documents.

    Highlight Your Adaptability: The job requires flexibility and the ability to multitask. In your application, provide examples of situations where you successfully managed multiple responsibilities or adapted to changing circumstances in a work environment.

    How to prepare for a job interview at Artemis Recruitment Consultants

    ✨Show Your Financial Knowledge

    Make sure to brush up on your financial planning knowledge before the interview. Be prepared to discuss your previous experience in financial administration and how it relates to the role. This will demonstrate your understanding of the industry and your ability to support Financial Advisers effectively.

    ✨Familiarise Yourself with CRM Systems

    Since the role requires the use of various CRM systems, including Salesforce, it's a good idea to familiarise yourself with these platforms. If you have experience using them, be ready to share specific examples of how you've used CRM systems to manage client relationships and streamline processes.

    ✨Highlight Your Attention to Detail

    Given the importance of accuracy in this role, be sure to highlight your attention to detail during the interview. You can provide examples of how you've successfully managed complex tasks or projects that required meticulous attention to ensure compliance and accuracy.

    ✨Prepare for Client Interaction Scenarios

    As the position involves client liaison, prepare for potential scenarios where you might need to handle client enquiries or issues. Think about how you would approach these situations and communicate your problem-solving skills and customer service orientation.

    Wealth Administrator (SJP) - Durley
    Artemis Recruitment Consultants
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