Wealth Management Administrator - Remote in Bristol

Location: Bristol / Remote

Salary: Up to £35,000 per annum, depending on experience

Are you an enthusiastic Wealth Management Administrator looking for your next role? Are you looking for a role where going above and beyond is your passion?

You will be a key member of the team at a highly respected Partner Practice of St. James's Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs. The company fosters a professional environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients.

Your Role:

• You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice.
• You will manage and collate key data for reports and portfolio reviews.
• Dealing with enquiries and correspondence from clients and providers.
• Managing the database of clients and diary management for the Partner and Advisors.
• Processing new business and writing basic suitability letters.
• Specific training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast-paced environment.

The Person:

• This role would suit a positive and motivated individual who enjoys contributing to a small, high-performing team.
• You will be organised, confident using your initiative, and comfortable managing multiple priorities in a fast-paced environment.
• Ideally, you will have experience in a PSS (Partner Support Services), client services, or office support role, preferably within financial services, or a related professional services environment, although this is not essential.
• Outstanding client servicing skills and the ability to build rapport and manage professional relationships.
• Proven ability to work to deadlines is essential.
• Excellent time management and planning skills.
• Strong working knowledge of Excel, Word, and other Microsoft Office Programs.
• Experience of using Salesforce would be advantageous, but not essential.
• You will be a confident communicator at all levels with a good standard of education, including excellent literacy and numeric skills.

The Rewards:

• A positive and vibrant working environment.
• The chance to extend your skills and experience and the opportunity to gain professional qualifications.
• Be able to feel part of something and be part of a team that works hard to make a success of this Practice.

St. James's Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £220.0bn. 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.