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- Tasks: Support a dynamic team with administrative tasks and client interactions.
- Company: Join a respected Partner Practice of St. James's Place Plc in Leeds.
- Benefits: Up to £32,000 salary, vibrant work environment, and professional development opportunities.
- Why this job: Be part of a high-performing team making a real impact in wealth management.
- Qualifications: Organised, confident, and able to manage multiple priorities; experience in client services is a plus.
- Other info: Training provided, with opportunities for career growth and professional qualifications.
The predicted salary is between 28800 - 38400 £ per year.
Location: Leeds
Salary: Up to £32,000 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.
Wealth Management Administrator in Leeds 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 Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Wealth Management Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role is all about client service, think of examples from your past experiences where you've gone above and beyond for clients. We want to see that passion shine through!
✨Tip Number 3
Practice your communication skills! As a Wealth Management Administrator, you'll need to build rapport with clients and colleagues alike. Try mock interviews with friends or family to get comfortable talking about your experiences and how they relate to the role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. So, go ahead and submit your application today!
We think you need these skills to ace Wealth Management Administrator in Leeds
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 client services or administrative tasks, and don’t forget to showcase your organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention how your skills align with the job description and why you’re excited about joining our team.
Showcase Your Skills: We want to see your skills in action! If you have experience with Excel, Word, or Salesforce, make sure to mention it. Provide examples of how you've used these tools in previous roles to manage data or support clients.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the specific services offered by the company. Brush up on financial terminology and be ready to discuss how your skills can contribute to their team.
✨Showcase Your Organisational Skills
As a Wealth Management Administrator, you'll need to juggle multiple tasks. Prepare examples from your past experiences where you've successfully managed deadlines or organised complex information. This will demonstrate your ability to thrive in a fast-paced environment.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Use active listening and engage with their questions. Show that you can communicate effectively and build professional relationships, which is crucial for this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for growth. This shows your genuine interest in the role and helps you assess if it's the right fit for you. Plus, it gives you a chance to shine!