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For Companies At a Glance
- Tasks: Be the go-to person for clients, managing enquiries and providing top-notch admin support.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation and extensive client base.
- Benefits: Enjoy a hybrid working pattern, competitive salary, bonuses, and professional development opportunities.
- Why this job: This role offers a meaningful career path in finance, with a supportive team and dynamic work environment.
- Qualifications: Experience in Financial Services is preferred; strong IT, communication skills, and a proactive attitude are essential.
- Other info: Training provided in specific areas; standard financial and identity checks will be conducted.
The predicted salary is between 24000 - 40000 £ per year.
Job Description
Wealth Management Administrator
Location – London – hybrid working pattern
Salary – Up to £40,000 + Bonus / Benefits
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
Familiarise 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 basic understanding, as this will show your initiative and readiness to hit the ground running.
✨Tip Number 2
Network with professionals already working in wealth management or at St. James’s Place. Attend industry events or connect on LinkedIn to gain insights about the company culture and expectations, which can help you tailor your approach during interviews.
✨Tip Number 3
Prepare to discuss your previous experience in financial services, focusing on how you've handled client interactions and administrative tasks. Be ready to provide examples of how you've maintained high levels of customer service and managed multiple priorities effectively.
✨Tip Number 4
Research the latest trends in wealth management and financial services. Being knowledgeable about current market conditions and client needs will demonstrate your commitment to the field and your ability to contribute meaningfully to the team.
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 and administration. Emphasise any previous roles where you provided high levels of customer service or managed client relationships, as these are key aspects of the Wealth Management Administrator role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific skills that align with the job description, such as your proficiency with Salesforce and your ability to handle client enquiries with discretion.
Highlight Relevant Skills: In your application, focus on your organisational skills, IT proficiency, and ability to work independently. Provide examples of how you've successfully managed administrative tasks in previous roles, particularly in a financial services context.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Wealth Management Administrator role.
How to prepare for a job interview at Burgh Recruitment
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services and wealth management. Be prepared to discuss key concepts, products, and trends in the industry, as this will demonstrate your understanding and passion for the role.
✨Showcase Your Administrative Skills
Highlight your organisational skills and experience with administrative tasks. Be ready to provide examples of how you've successfully managed client information, processed transactions, or used software like Salesforce in previous roles.
✨Demonstrate Excellent Communication
Since you'll be the 'Go To' person for clients, it's crucial to showcase your communication skills. Practice articulating your thoughts clearly and confidently, and prepare to discuss how you handle client inquiries and maintain relationships.
✨Exhibit a Positive Attitude
The company values a positive and proactive approach. During the interview, convey your enthusiasm for the role and your willingness to take initiative. Share examples of how you've tackled challenges with a 'can do' attitude in past experiences.
