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- 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 hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: This role offers a meaningful career path in finance, with a supportive team culture.
- Qualifications: Ideal candidates have financial services experience, excellent IT skills, and a proactive attitude.
- Other info: Training provided; must pass standard financial and identity checks.
The predicted salary is between 24000 - 40000 £ per year.
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.41bf1e1f-b16b-4260-a40a-17c77a06fd15
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 get referrals, which can significantly boost your chances of landing the job.
✨Tip Number 3
Prepare to demonstrate your customer service skills during any interviews. Think of specific examples from your past experiences where you provided exceptional support or resolved client issues effectively, as this role heavily relies on maintaining excellent client relationships.
✨Tip Number 4
Research St. James’s Place and their approach to wealth management. Understanding their values and services will not only help you tailor your conversations but also show your genuine interest in becoming part of their 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 your skills in customer service, IT proficiency, and any experience with Salesforce CRM, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the Wealth Management Administrator position. Mention specific examples of how your previous roles have prepared you for this job, particularly in managing client relationships and administrative tasks.
Highlight Relevant Skills: In your application, clearly outline your organisational skills, ability to work independently, and your proactive approach. These traits are essential for the role and should be evident in your written communication.
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 vital in the wealth management sector.
How to prepare for a job interview at Burgh Recruitment
✨Showcase Your Administrative Skills
As a Wealth Management Administrator, you'll need to demonstrate your strong administrative abilities. Be prepared to discuss your previous experience in managing client information, processing fund transfers, and using software like Salesforce. Highlight specific examples where you've excelled in these areas.
✨Emphasise Customer Service Excellence
This role requires a high level of customer service. During the interview, share instances where you've gone above and beyond for clients or resolved issues effectively. This will show that you understand the importance of client relationships in wealth management.
✨Demonstrate Initiative and Problem-Solving
The ideal candidate is a self-starter who can work independently. Prepare to discuss situations where you've taken the initiative to solve problems or improve processes. This will illustrate your proactive approach and ability to work with minimal supervision.
✨Familiarise Yourself with Financial Services
Having a solid understanding of financial services is crucial for this role. Brush up on key concepts related to wealth management, investment products, and retirement solutions. Being knowledgeable will not only help you answer questions confidently but also show your genuine interest in the field.
