Overview
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
An exciting new opportunity has arisen for an exceptional & experienced Client Manager (Financial services administrator) to join a busy team within RWA Financial Planning who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc (SJP).
This is an exceptional opportunity to join a reputable firm at our prestigious offices in Manchester city centre. We offer a great package including 33 days holiday (+ bank holidays) pension and support for relevant exams. Hybrid working (approximately 40%) is available.
Responsibilities
- You will provide high quality administrative support to Financial Advisers and the Practice Manager including, but not limited to;
- Undertake administrative tasks to support the Financial Advisers & Practice Manager as necessary;
- Corresponding with clients, internal departments and external providers by letter telephone and email;
- Preparing files such as client review and presentation paperwork for client meetings;
- Data entry in to various systems including Salesforce and maintaining accurate data across our systems for our clients;
- Updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
- Handle complex cases and ensure that any business applications are processed in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
Experience & Skills
- Proven record in a previous administration role within the St. James's Place Partnership
- Exceptional administrative skills with the ability to perform well under pressure whilst xgfakrv maintaining a high level of accuracy throughout your work;
- Be able to show initiative;
- Work well on your own and as part of a team;
- Strong organisational skills;
- Excellent communication skills;
- Good time management skills;
- Work with total discretion;
Join our team and embark on a rewarding career in the financial services industry.
Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.
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