Find a job 
Featured Companies 
Featured Universities 
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 skill development.
- Why this job: Make a real impact in wealth management while growing your expertise in finance.
- Qualifications: Experience in financial services and strong IT skills are preferred.
- Other info: Dynamic team environment with potential for personal and professional growth.
The predicted salary is between 28800 - 43200 £ 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.
Seniorities and Employment
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Administrative and Finance
Wealth Management Administrator in London employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in London
✨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 valuable insights and even job leads.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show them you’re not just a fit for the role but also for their team. We want to see your personality shine through!
✨Tip Number 3
Practice common interview questions related to wealth management and administration. Think about how your past experiences align with the responsibilities listed in the job description. Confidence is key!
✨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 that extra step to connect with us directly.
We think you need these skills to ace Wealth Management Administrator in London
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 showcase your personality and explain why you're the perfect fit for the team. Mention your 'can do' attitude and how you can contribute to providing excellent customer service.
Showcase Your Initiative: In your application, don’t forget to mention instances where you've taken the initiative in previous roles. This will demonstrate your self-starter mentality and ability to work independently, which is key for this position.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 anything related to St. James's Place. 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.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, be ready to discuss how you've managed multiple tasks in previous positions. Prepare examples that highlight your ability to prioritise and keep everything running smoothly, especially when dealing with client enquiries and administrative duties.
✨Demonstrate Your Communication Skills
As you'll be the 'Go To' person for clients and third parties, it's crucial to showcase your communication skills. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few scenarios where you've successfully resolved client issues or communicated complex information effectively.
✨Familiarity with Salesforce is Key
If you've used Salesforce before, be ready to discuss your experience with it. If not, do a bit of research on how it works and its relevance to the role. Showing that you're proactive about learning new systems can really set you apart from other candidates.
