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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 opportunities for career growth.
- Why this job: This role offers a dynamic environment where you can develop your skills in financial services.
- Qualifications: Experience in Financial Services is preferred; strong IT and communication skills are essential.
- Other info: Training provided in specific areas; must pass standard Financial and Identity checks.
The predicted salary is between 32000 - 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, particularly 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 join relevant online forums to gain insights and potentially make connections that could help you stand out during the application process.
✨Tip Number 3
Prepare to discuss your previous experience in financial services during any interviews. Think of specific examples where you've demonstrated excellent customer service or administrative skills, as these are crucial for the role of Wealth Management Administrator.
✨Tip Number 4
Research St. James's Place and their approach to wealth management. Understanding their values and client base will allow you to tailor your conversations and demonstrate how you can contribute to their success, making you a more appealing candidate.
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-level customer service or managed client relationships, as these are key aspects of the Wealth Management Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your experience with Salesforce or your ability to handle client enquiries discreetly.
Highlight Relevant Skills: In your application, focus on your organisational skills, IT proficiency, and communication abilities. 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 industry trends, investment products, and the specific services offered by the company. This will show your genuine interest in the role and help you stand out.
✨Demonstrate Your Organisational Skills
As a Wealth Management Administrator, you'll need to be highly organised. Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Highlight your ability to prioritise and meet deadlines.
✨Familiarise Yourself with Salesforce
Since the role mentions using Salesforce, make sure you have a basic understanding of how it works. If you have previous experience, be ready to discuss how you've used it effectively in your past roles. If not, consider doing a quick online tutorial to get familiar with its features.
✨Prepare for Client Interaction Scenarios
You'll be dealing with clients and third parties, so think about how you would handle various scenarios. Prepare to discuss how you would maintain discretion and professionalism while providing excellent customer service. Role-playing these situations can help you feel more confident.
