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For Companies At a Glance
- Tasks: Be the go-to person for clients, managing enquiries and providing top-notch administrative support.
- Company: Join a friendly St. James’s Place Partner Practice in Hertfordshire.
- Benefits: Full-time role with opportunities for career progression and professional development.
- Other info: Enjoy a dynamic workplace with a focus on client satisfaction and teamwork.
- Why this job: Make a real impact in wealth management while developing your skills in a supportive environment.
- Qualifications: Experience in Financial Services, excellent IT skills, and a proactive attitude are essential.
The predicted salary is between 30000 - 40000 £ 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 progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.
Responsibilities:
- 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, ideally 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 £198.5bn. 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.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Administrative and Finance
Wealth Management Administrator in England employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with St. James's Place. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of wealth management and the specific services offered by SJP. Show us you’re not just another candidate; demonstrate your passion for helping clients achieve their financial goals.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your skills and experiences. This will help you articulate how your background aligns with the Wealth Management Administrator 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 engage directly with us.
We think you need these skills to ace Wealth Management Administrator in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Administrator role. Highlight your relevant experience in financial services and any specific skills that match the job description, like your familiarity with Salesforce or your administrative expertise.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your proactive attitude and how you can contribute to the team’s success at St. James’s Place.
Showcase Your Communication Skills: Since you'll be dealing with clients and third parties, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application to reflect your ability to convey information effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially if you've worked with St. James's Place before. Familiarise yourself with their products and services, as well as the specific responsibilities of a Wealth Management Administrator. This will show that you're genuinely interested and prepared.
✨Show Off Your Organisational Skills
Since this role requires excellent organisational abilities, be ready to discuss how you manage your time and tasks. Prepare examples of how you've successfully handled multiple priorities in previous roles, especially in a fast-paced environment.
✨Demonstrate Your Customer Service Skills
As you'll be the 'Go To' person for clients, it's crucial to highlight your customer service experience. Think of specific instances where you've gone above and beyond to assist clients or resolve issues, and be ready to share these stories during the interview.
✨Familiarity with Salesforce is Key
If you've used Salesforce before, make sure to mention it! If not, do a bit of research on how it works and be prepared to discuss how you would approach learning it quickly. Showing that you're tech-savvy and willing to adapt will definitely work in your favour.