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- Tasks: Be the go-to person for clients, managing enquiries and providing top-notch admin support.
- Company: Join a friendly St. James's Place Partner Practice, a leader in wealth management.
- Benefits: Enjoy a competitive salary, bonuses, and hybrid working options.
- Why this job: Kickstart your career in finance with a supportive team and meaningful work.
- Qualifications: Experience in financial services is preferred; training provided for the right candidate.
- Other info: Standard financial and identity checks will be conducted for successful candidates.
The predicted salary is between 28000 - 42000 £ per year.
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will have the opportunity to develop an interesting and meaningful career path in financial services and wealth management.
The Role:
- You will be the Go To person for clients and third parties dealing with general enquiries, and chasing providers for funds and information.
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
- Submitting new business and fund transfers using bespoke software.
- Sending out correspondence and requesting detailed information for Pension Transfer cases.
- Carrying out fund switches and financial calculations for clients using specific systems and processes.
- You will need to ensure that business obtained is being processed in a timely way.
- You will be setting up the clients' annual reviews and be able to produce the review letters.
- You will be responsible for managing Salesforce and keeping all client details up to date.
The Person:
- This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a can do working style.
- You have been working in Financial Services for several years for a St. James's Place 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 will have used the Salesforce CRM system.
- You are a self-starter and able to work with little or no supervision.
- Most importantly, you are confident in dealing with Clients and third parties with total discretion.
- You will ideally have previous experience but training in some of these areas can be provided.
St. James's Place plc (SJP) is a leading, 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 £190.2bn. 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.
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 Guildford 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 Guildford
✨Tip Number 1
Familiarise yourself with the specific software and systems mentioned in the job description, particularly Salesforce. If you haven't used it before, consider taking an online course or tutorial to get a basic understanding, as this will show your initiative and readiness to hit the ground running.
✨Tip Number 2
Research St. James's Place and their approach to wealth management. Understanding their values and client base will help you tailor your conversations during interviews, demonstrating that you're not just interested in the role but also in the company’s mission.
✨Tip Number 3
Prepare to discuss your previous experience in financial services, focusing on how you've handled client interactions and administrative tasks. Be ready to provide examples of how you've maintained high levels of customer service and managed multiple priorities effectively.
✨Tip Number 4
Network with current or former employees of St. James's Place or similar firms. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for your interview.
We think you need these skills to ace Wealth Management Administrator in Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administration. Emphasise your skills in customer service, organisation, and any specific software you have used, such as Salesforce.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of wealth management and how your background aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, focus on key skills mentioned in the job description, such as IT proficiency, communication skills, and the ability to work independently. Provide examples of how you've demonstrated these skills in previous roles.
Follow Application Instructions: When applying, ensure you follow the specific instructions provided by Burgh Recruitment. This includes ticking the Privacy Policy box and clicking the correct application button. Double-check your application for completeness before submission.
How to prepare for a job interview at Burgh Recruitment Limited
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and wealth management. Be prepared to discuss key concepts, products, and trends in the industry, as this will demonstrate your understanding and passion for the role.
✨Familiarise Yourself with Salesforce
Since the role involves managing client details using Salesforce, make sure you have a good grasp of how the system works. If you have prior experience, be ready to share specific examples of how you've used it effectively.
✨Showcase Your Customer Service Skills
As a Wealth Management Administrator, you'll be the go-to person for clients. Prepare to discuss your approach to providing excellent customer service and any relevant experiences where you successfully handled client enquiries or issues.
✨Demonstrate Your Organisational Skills
This role requires a high level of organisation and the ability to manage multiple tasks. Be ready to provide examples of how you've effectively prioritised tasks and maintained attention to detail in previous roles.
