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- Tasks: Be the go-to person for clients, handling inquiries and managing fund transfers.
- Company: Join St. James’s Place, a top FTSE 100 Wealth Management company with over £190.2bn in funds.
- Benefits: Enjoy a hybrid working pattern and competitive salary with bonus opportunities.
- Why this job: Develop your career in a supportive team while making a real impact in financial services.
- Qualifications: Experience in Financial Services is preferred; Salesforce knowledge is a plus.
- Other info: Standard Financial and Identity checks will be conducted for successful candidates.
The predicted salary is between 36000 - 60000 £ per year.
Wealth Management Administrator
Location: Manchester (M3) / Hybrid working pattern available
Salary: Highly Competitive + Bonus
Hours: Full time
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: Wealth Management Administrator
The role offers variety and challenge, including but not limited to:
- 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: Wealth Management Administrator
- 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, a 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 employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator
✨Tip Number 1
Familiarize yourself with the specific software and systems mentioned in the job description, especially Salesforce. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your 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 align your responses during the interview and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Prepare examples from your previous experience that showcase your administrative skills and ability to handle client inquiries. Highlighting your proactive approach and problem-solving abilities will resonate well with the hiring team.
✨Tip Number 4
Network with current or former employees of St. James’s Place if possible. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the application process.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Wealth Management Administrator position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in financial services, particularly any roles that involved administrative support or client interaction. Mention specific tools like Salesforce if you have experience with them.
Showcase Your Skills: Demonstrate your excellent IT and communication skills in your application. Provide examples of how you've used these skills in past roles to enhance customer service or improve processes.
Follow Application Instructions: When applying, make sure to follow the instructions provided by Burgh Recruitment carefully. Tick the Privacy Policy box and ensure you complete all sections of the application form to avoid any delays.
How to prepare for a job interview at Burgh Recruitment
✨Showcase Your Administrative Skills
Be prepared to discuss your previous administrative experience in detail. Highlight specific examples where you provided exceptional support, managed client inquiries, or handled complex tasks efficiently.
✨Demonstrate Your Knowledge of Financial Services
Since the role is within wealth management, brush up on your knowledge of financial products and services. Be ready to explain how your background aligns with the needs of professionals, private clients, and business owners.
✨Familiarize Yourself with Salesforce
If you have experience with Salesforce, be sure to mention it. If not, take some time to learn the basics of the CRM system, as it will show your willingness to adapt and learn new tools.
✨Exude Confidence and Professionalism
During the interview, maintain a confident demeanor and communicate clearly. Remember, you will be dealing with clients and third parties, so showcasing your professionalism is key to making a great impression.
