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- Tasks: Join a dynamic team managing client appointments and financial reviews.
- Company: St. James’s Place Plc is a top FTSE 100 Wealth Management firm with over £184.4bn in funds.
- Benefits: Enjoy hybrid work options, training opportunities, and a clear path for career progression.
- Why this job: This role offers a chance to grow in a fast-paced environment while providing excellent client service.
- Qualifications: Experience in Financial Services is essential; familiarity with Salesforce is a plus.
- Other info: Candidates will undergo standard Financial and Identity checks.
The predicted salary is between 28000 - 42000 £ per year.
Wealth Management Administrator – Financial Services
Location: London City – Hybrid
Salary: Up to £35,000 (DoE)
Working as part of the team at an Appointed Representative of St. James’s Place Plc.
An excellent opportunity has arisen for a professional Wealth Management Administrator – Financial Services
You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful.
The Role: Wealth Management Administrator – Financial Services
- Managing appointments and client review meetings, and responding to client emails and managing the CRM system
- Preparing for Client Financial Reviews and preparing relevant Illustrations and meeting packs
- Issuing and following up on Letters of Authority with clients and third parties
- Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
- You will be managing and collating key data for reports and reviews
- Dealing with enquiries on behalf of the Advisor, always focussing on providing excellent levels of service to Clients
- You will be processing new business and liaising with SJP admin teams
- There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework
The Person: Wealth Management Administrator – Financial Services
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
- You will have been working in Financial Services for several years, ideally with an SJP 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 have used the CRM Salesforce
- You are a self-starter and able to work with little or no supervision
- It is essential that you are confident in dealing with third parties and can work with total discretion.
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 £184.4bn. 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 responsibilities of a Wealth Management Administrator. Understanding the nuances of managing client appointments, preparing financial reviews, and handling CRM systems like Salesforce will give you an edge in discussions.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience with St. James’s Place. Engaging with current employees can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Demonstrate your initiative and problem-solving skills in any interactions you have. Whether it's during networking or interviews, showcasing your ability to work independently and make decisions will align well with the qualities they are looking for.
✨Tip Number 4
Prepare to discuss your previous experience in financial services, particularly any roles that involved client interaction or administrative support. Highlighting relevant experiences will help you stand out as a candidate who is ready to contribute from day one.
We think you need these skills to ace Wealth Management Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly any roles that involved client management or CRM systems like Salesforce. Use specific examples to demonstrate your skills and achievements.
Craft a Strong Cover Letter: Write a cover letter that reflects your understanding of the Wealth Management Administrator role. Emphasize your ability to manage appointments, prepare financial reviews, and provide excellent client service. Show enthusiasm for the opportunity to grow within the SJP Accreditation framework.
Highlight Relevant Skills: In your application, clearly outline your IT and communication skills, as well as your organizational abilities. Mention your experience in dealing with third parties and your capacity to work independently, as these are crucial for the role.
Follow Application Instructions: When applying, ensure you follow the instructions provided by Burgh Recruitment carefully. Tick the Privacy Policy box and confirm your application submission to avoid any issues.
How to prepare for a job interview at Burgh Recruitment
✨Show Your Financial Services Knowledge
Make sure to highlight your experience in financial services during the interview. Be prepared to discuss specific scenarios where you've successfully managed client relationships or handled complex financial tasks.
✨Demonstrate Your Organizational Skills
Since the role requires managing appointments and client reviews, be ready to provide examples of how you stay organized. Discuss any tools or methods you use to keep track of tasks and deadlines.
✨Familiarize Yourself with CRM Systems
If you have experience with Salesforce or similar CRM systems, mention it! If not, do some research on how these systems work and be prepared to discuss how you would adapt to using them.
✨Exhibit Excellent Communication Skills
As you'll be dealing with clients and third parties, practice articulating your thoughts clearly and confidently. Prepare to answer questions about how you handle difficult conversations or resolve conflicts.
