At a Glance
- Tasks: Support financial planners and ensure smooth client service operations.
- Company: Established Senior Partner Practice of St. James’s Place in Exeter.
- Benefits: Highly competitive salary, career development, and professional qualifications.
- Other info: Opportunity for progression to Senior Wealth Administrator.
- Why this job: Build a meaningful career in wealth management while making a real impact.
- Qualifications: Strong organisational skills and a proactive approach to problem-solving.
The predicted salary is between 30000 - 40000 £ per year.
We are an established Senior Partner Practice of St. James’s Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice.
About the Role - Wealth Administrator
We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm’s client service proposition — helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time.
Key Responsibilities - Wealth Administrator
- Own client servicing tasks for our client bank
- Support the delivery of client review cycles, follow-ups and recurring servicing tasks
- Maintain accurate client records, workflows and management information
- Work closely with wealth planners and paraplanners to support case preparation and client communication
- Help ensure client enquiries are handled professionally, warmly and efficiently
- Support compliance and operational processes in line with the firm’s standards
- Identify process friction and suggest practical improvements
- Escalate appropriately where judgement, authority or technical input is required
- Contribute to a professional, client-focused and supportive team culture
What We Are Looking For - Wealth Administrator
We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring:
- Strong administration and organisational skills
- Excellent attention to detail
- A warm and professional communication style
- Confidence dealing with clients by email and telephone
- The ability to manage tasks, deadlines and follow-ups reliably
- A proactive approach to solving problems and improving processes
- Comfort working with CRM systems (Salesforce) and workflow tools
- A strong team ethic and willingness to support colleagues
- An interest in developing a career within wealth management
What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business.
Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications.
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 Administrator in Devon employer: Burgh Recruitment Ltd
As a Wealth Administrator at our esteemed Senior Partner Practice of St. James’s Place in Exeter, you will be part of a dynamic team dedicated to delivering exceptional client service in a professional wealth management environment. We pride ourselves on fostering a supportive work culture that prioritises employee growth, offering clear pathways for career advancement and the opportunity to gain valuable operational knowledge in financial services. With a commitment to excellence and a focus on client outcomes, this role provides a meaningful career opportunity in a well-established and highly regarded firm.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator in Devon
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management 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 researching common questions for Wealth Administrators. Think about how your skills match the role and be ready to share examples of your organisational prowess and client communication style.
✨Tip Number 3
Show off your enthusiasm for the role! When you get the chance to speak with the team, let them know why you’re excited about working in wealth management and how you can contribute to their client-focused culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team and ready to take that next step in your career.
We think you need these skills to ace Wealth Administrator in Devon
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Wealth Administrator role. Highlight your relevant skills and experiences that align with the job description, especially your organisational skills and attention to detail.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, it’s crucial to demonstrate your warm and professional communication style. Use clear and concise language in your application to reflect how you would communicate with clients.
Highlight Your Problem-Solving Abilities:We love proactive individuals! In your application, mention any instances where you've identified process improvements or solved problems effectively. This will show us that you're ready to contribute to our team culture.
Apply Through Our Website:Don’t forget to apply through our website as directed! It’s the best way to ensure your application gets to us directly. Plus, make sure to tick the Privacy Policy box before hitting that green 'apply to this job' button!
How to prepare for a job interview at Burgh Recruitment Ltd
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the specific services offered by the firm. Familiarise yourself with terms like client servicing, compliance processes, and CRM systems like Salesforce. This will show that you're genuinely interested and ready to contribute.
✨Showcase Your Organisation Skills
As a Wealth Administrator, organisation is key. Prepare examples from your past experiences where you successfully managed multiple tasks or improved processes. Be ready to discuss how you keep records accurate and workflows efficient, as this will resonate well with the interviewers.
✨Communicate Warmly and Professionally
Since you'll be dealing with clients directly, practice your communication skills. Think about how you can convey warmth and professionalism in your responses. Role-play common client scenarios with a friend to build confidence in handling enquiries effectively.
✨Be Proactive About Problem-Solving
During the interview, highlight your proactive approach to identifying issues and suggesting improvements. Share specific instances where you’ve tackled challenges head-on, as this aligns perfectly with the firm's focus on operational discipline and client satisfaction.
