Wealth Management & Mortgage Administrator

Wealth Management & Mortgage Administrator Location: Knightsbridge, London – In office Permanent, Part-time position / 3-4 days per week, potential for full time for the right candidate Hours: 09:00 17:30 although this can be slightly flexible Salary: £26,000 – £32,000 (pro-rata, depending on number of days) Job specification: Partner Support Staff (PSS) covering all aspects including PA, administration and business processing, working as part of the team at an Appointed Representative of St. Jamess Place. Job Description/Responsibilities Provide full administrative support to the Partner including: Processing of applications to SJP and various external financial providers Administering new business cases from application through to completion using electronic and online systems Collation of data Creating illustrations Updating CFR and client records via Salesforce Preparing suitability letters Help maintain the diary Provide information, guidance and updates to clients and lenders Responsible for building strong working relationships with clients and lenders, for maintaining the client database and ensuring information is regularly checked and upda…