At a Glance
- Tasks: Support financial planners and ensure smooth client service operations.
- Company: Established Senior Partner Practice of St. James’s Place in Exeter.
- Benefits: Highly competitive salary, career development, and professional qualifications.
- Other info: Opportunity for progression to Senior Wealth Administrator.
- Why this job: Build a meaningful career in wealth management while making a real impact.
- Qualifications: Strong organisational skills and a proactive approach to problem-solving.
The predicted salary is between 30000 - 40000 £ per year.
We are an established Senior Partner Practice of St. James’s Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team. This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice.
About the Role - Wealth Administrator
We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management. You will be part of the engine room of the firm’s client service proposition — helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time.
Key Responsibilities - Wealth Administrator
- Own client servicing tasks for our client bank
- Support the delivery of client review cycles, follow-ups and recurring servicing tasks
- Maintain accurate client records, workflows and management information
- Work closely with wealth planners and paraplanners to support case preparation and client communication
- Help ensure client enquiries are handled professionally, warmly and efficiently
- Support compliance and operational processes in line with the firm’s standards
- Identify process friction and suggest practical improvements
- Escalate appropriately where judgement, authority or technical input is required
- Contribute to a professional, client-focused and supportive team culture
What We Are Looking For - Wealth Administrator
We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment. You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management or an SJP Partner Practice would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn. The ideal candidate will bring:
- Strong administration and organisational skills
- Excellent attention to detail
- A warm and professional communication style
- Confidence dealing with clients by email and telephone
- The ability to manage tasks, deadlines and follow-ups reliably
- A proactive approach to solving problems and improving processes
- Comfort working with CRM systems (Salesforce) and workflow tools
- A strong team ethic and willingness to support colleagues
- An interest in developing a career within wealth management
What Good Looks Like - In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard. You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business.
Development and Progression - We are committed to supporting the development of our people. The role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities toward Senior Wealth Administrator as well as pursuing professional qualifications.
St. James’s Place plc (SJP) is a leading, 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 £216.94bn. 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. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Wealth Administrator in Exeter employer: Premium site
At our Exeter-based Senior Partner Practice of St. James’s Place, we pride ourselves on fostering a supportive and professional work culture that prioritises employee growth and development. As a Wealth Administrator, you will play a vital role in delivering exceptional client service while benefiting from a highly competitive salary and opportunities for career progression within a respected wealth management firm. Join us to be part of a dynamic team dedicated to excellence and client satisfaction in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator in Exeter
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management field, especially those connected to St. James’s Place. A friendly chat can open doors and give you insights that might just land you that Wealth Administrator role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial services and client management. Show us you’re not just organised but also passionate about helping clients achieve their goals. We love candidates who can demonstrate their understanding of our values!
✨Tip Number 3
Practice your communication skills! Whether it’s over email or on the phone, being warm and professional is key. We want to see that you can handle client enquiries with ease and confidence, so don’t shy away from role-playing scenarios with friends.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re serious about joining our team and contributing to our growth in Exeter.
We think you need these skills to ace Wealth Administrator in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Wealth Administrator role. Highlight your organisational skills, attention to detail, and any relevant experience in financial services to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Share specific examples of how you've demonstrated professionalism and client-focused service in previous roles.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application showcases your warm and professional communication style. Clear and concise language will help us see you as a great fit for our team!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll receive a confirmation email once you’ve submitted your application, so you know we’ve got it!
How to prepare for a job interview at Premium site
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the specific services offered by the firm. Familiarise yourself with common financial terms and processes, as this will show your genuine interest in the role and help you communicate effectively.
✨Showcase Your Organisation Skills
As a Wealth Administrator, organisation is key. Prepare examples from your past experiences where you successfully managed multiple tasks or maintained accurate records. This will demonstrate your ability to handle the responsibilities of the role and keep everything running smoothly.
✨Practice Professional Communication
Since you'll be dealing with clients and colleagues regularly, practice your communication skills. Be warm and professional in your responses during the interview. You might even want to role-play common client scenarios to showcase your ability to handle enquiries efficiently.
✨Be Proactive About Improvement
Think about any processes you've encountered in previous roles that could be improved. During the interview, share these insights and suggest practical improvements. This shows that you're not just a doer but also someone who thinks critically about how to enhance operations.
