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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.
- Benefits: Enjoy hybrid work options and opportunities for professional growth.
- Why this job: Gain valuable experience in a fast-paced environment with a focus on client service.
- Qualifications: Experience in Financial Services, strong IT skills, and a proactive attitude are essential.
- Other info: Training provided; potential for career advancement within the SJP Accreditation framework.
The predicted salary is between 21000 - 35000 £ 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.
Wealth Management Administrator - Financial Services employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator - Financial Services
✨Tip Number 1
Familiarize yourself with the specific services and products offered by St. James’s Place. Understanding their offerings will help you speak confidently about how you can contribute to the team during your interview.
✨Tip Number 2
Highlight your experience with CRM systems, especially Salesforce. If you have used it in previous roles, be prepared to discuss how you utilized it to improve client interactions and manage data effectively.
✨Tip Number 3
Demonstrate your ability to work independently and manage multiple tasks. Prepare examples from your past experiences where you successfully handled various responsibilities without supervision.
✨Tip Number 4
Showcase your communication skills by preparing to discuss how you have effectively dealt with clients and third parties in previous roles. Providing excellent service is key in this position, so be ready to share relevant anecdotes.
We think you need these skills to ace Wealth Management Administrator - Financial Services
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. Emphasize your organizational skills and ability to work independently.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Wealth Management Administrator role. Mention specific experiences that demonstrate your initiative and problem-solving abilities, as well as your commitment to providing excellent client service.
Highlight Relevant Skills: Clearly outline your IT and communication skills in your application. Provide examples of how you've successfully managed client relationships and handled sensitive information with discretion.
Show Your Knowledge of the Industry: Demonstrate your understanding of the wealth management sector and St. James’s Place's position within it. Mention any relevant qualifications or training you have, and express your eagerness to develop further within the SJP Accreditation framework.
How to prepare for a job interview at Burgh Recruitment
✨Show Your Financial Services Knowledge
Make sure to brush up on your knowledge of financial services, especially if you have experience with SJP Partner Practices. Be prepared to discuss specific products and services, as well as any relevant regulations.
✨Demonstrate Your Organizational Skills
Since the role involves managing appointments and client reviews, highlight your organizational skills. Share examples of how you've successfully managed multiple tasks or projects in a fast-paced environment.
✨Familiarize Yourself with CRM Systems
If you have experience using Salesforce or similar CRM systems, be ready to discuss it. If not, show your willingness to learn and adapt quickly to new technologies.
✨Exhibit Excellent Communication Skills
As you'll be dealing with clients and third parties, it's crucial to demonstrate your communication skills. Practice articulating your thoughts clearly and confidently, and be prepared to provide examples of how you've handled client inquiries in the past.
