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- Tasks: Support financial advisers with admin tasks and client communications in a dynamic environment.
- Company: Join a successful Partner Practice of St. James's Place, a top FTSE 100 Wealth Management firm.
- Benefits: Competitive salary up to £30,000, full-time hours, and opportunities for professional growth.
- Other info: Exciting role with varied responsibilities and potential for career advancement.
- Why this job: Be part of a team that makes a real difference in clients' financial lives.
- Qualifications: Experience in administration, strong customer service skills, and proficiency in MS Office.
The predicted salary is between 30000 - 30000 £ per year.
A very well established and successful Partner Practice of St. James's Place (Wealth Management) are recruiting an Administrator to join their team. The Practice provides financial advice to local and national clients on a wide range of products including Pensions, Investments, Tax Planning and Protection, and have grown organically in the last 12 years with a very loyal client base.
Responsibilities:
- Providing administrative support to the Adviser, supporting the day-to-day business operations within the Practice
- Diary management
- Arranging appointments
- Greeting clients ahead of their meeting with the Adviser
- Client communications by telephone and email
- Preparing letters, presentations, and reports
- Preparing all documentation for the Partners meetings
- Ensuring client information is recorded accurately on the back-office system and CRM System
- Gathering information for illustrations from product providers
- Drafting basic suitability reports for reviews, fund switches, simple investment/pension advice, and top-ups
- Preparing and sending out Letters of Authority to other financial organisations and follow-up
- Managing the pipeline of business through the Practice
- Managing office budgets, ordering stationery
- Assisting the Partner with marketing administration
This is an interesting and varied role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can-do working style.
Knowledge and experience:
- Relevant experience of working in an Administration / PA role within a Financial Advice business
- Previous experience of working in St. James's Place Practice would be useful but is not essential
- Excellent customer service and the ability to build rapport and manage client relationships
- Strong attention to detail and be able to problem solve and think on your feet
- Good time management and planning skills
- Proficient in MS Office (Outlook, Word, Excel, PowerPoint)
- Well-versed with Social Media usage for business, especially LinkedIn
- Experience of client management systems such as Salesforce would be an advantage, although not essential
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 in Eastbourne employer: Burgh Recruitment Limited
Contact Detail:
Burgh Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in Eastbourne
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who might know someone at St. James's Place. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of wealth management. Familiarise yourself with common financial products and services. This will show you’re genuinely interested and ready to hit the ground running!
✨Tip Number 3
Don’t forget to showcase your organisational skills! During interviews, share examples of how you’ve managed multiple tasks or projects. This is key for the Wealth Management Administrator role, so let us see your best examples!
✨Tip Number 4
Apply through our website! It’s the easiest way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to apply directly. So, go ahead and click that 'apply' button!
We think you need these skills to ace Wealth Management Administrator in Eastbourne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Administrator role. Highlight any relevant experience in administration or financial services, and don’t forget to showcase your attention to detail and customer service skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention specific experiences that relate to diary management, client communications, and any relevant software you’ve used.
Show Off Your Skills: Don’t be shy about your skills! If you’re proficient in MS Office or have experience with client management systems like Salesforce, make sure to mention these in your application. We love seeing candidates who can hit the ground running!
Apply Through Our Website: Remember to apply through our website for a smooth application process. It’s super easy! Just follow the prompts, tick the Privacy Policy box, and hit that green 'apply to this job' button. We can’t wait to see your application!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of wealth management and the specific services offered by the practice. Familiarise yourself with terms like pensions, investments, and tax planning. This will show that you're genuinely interested and ready to contribute.
✨Showcase Your Skills
Highlight your administrative skills and experience, especially in a financial advice setting. Be prepared to discuss how you've managed diaries, arranged appointments, and communicated effectively with clients. Use specific examples to demonstrate your attention to detail and problem-solving abilities.
✨Be Personable
Since this role involves client interaction, it's crucial to come across as friendly and approachable. Practice your communication skills and think about how you can build rapport with clients. A warm smile and a confident handshake can go a long way!
✨Prepare Questions
At the end of the interview, you'll likely be asked if you have any questions. Prepare thoughtful questions about the practice's culture, team dynamics, or growth opportunities. This shows your enthusiasm for the role and helps you assess if it's the right fit for you.