Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Be the go-to person for clients, handling inquiries and managing fund transfers.
- Company: Join a top FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy a competitive salary and opportunities for career growth in financial services.
- Why this job: This role offers variety, challenges, and a chance to make a real impact.
- 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 24000 - 28000 £ per year.
Wealth Management Administrator
Location – Leeds
Salary – £28,000 – £34,000 (DoE)
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 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.
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. If you haven't used it before, consider taking an online course or tutorial to get a head start.
✨Tip Number 2
Highlight your customer service skills during any interactions. Since this role emphasizes excellent client communication, be prepared to share examples of how you've successfully managed client relationships in the past.
✨Tip Number 3
Research St. James’s Place and their approach to wealth management. Understanding their values and services will help you align your answers with what they are looking for in a candidate.
✨Tip Number 4
Prepare to discuss your initiative and decision-making skills. Think of specific instances where you've taken charge of a situation or made a significant decision that positively impacted your team or clients.
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. Make sure you understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services or administration. Mention specific tasks you've handled that align with the responsibilities listed in the job description, such as managing client inquiries or using Salesforce.
Showcase Your Skills: Clearly demonstrate your IT and communication skills in your application. Provide examples of how you've used these skills in past roles, especially in a customer service context, to show that you can maintain a high level of service.
Personalize Your Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the role and the company. Mention why you are interested in working with St. James’s Place and how your values align with theirs, particularly in providing excellent service to clients.
How to prepare for a job interview at Burgh Recruitment
✨Show Your Administrative Skills
Be prepared to discuss your previous administrative experience in detail. Highlight specific examples where you successfully managed client inquiries or processed financial information, as this role requires a high level of administrative support.
✨Demonstrate Your IT Proficiency
Since the role involves using bespoke software and Salesforce, make sure to mention any relevant experience you have with these systems. If you have used similar CRM tools, share how you utilized them to enhance client relationships.
✨Exhibit Strong Communication Skills
As you'll be the 'Go To' person for clients and third parties, it's crucial to demonstrate your communication skills during the interview. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've effectively communicated in past roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and decision-making skills. Prepare for scenarios related to managing client expectations or handling sensitive information, as discretion is key in this role.
