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- Tasks: Provide top-notch admin support and manage client relationships in a dynamic wealth management team.
- Company: Join a respected FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Enjoy 17 days holiday, your birthday off, and a personal well-being day.
- Other info: Flexible part-time hours with opportunities for professional growth.
- Why this job: Make a real impact while gaining valuable experience in the finance industry.
- Qualifications: 1-2 years admin experience, excellent customer service skills, and proficiency in Microsoft Office.
The predicted salary is between 18000 - 18000 £ per year.
Location - London / In Office
Salary: £18,000 pa + pension + discretionary bonus
Hours: 9am - 5pm, 3 days per week (Tuesday, Wednesday, Thursday)
Benefits: 17 days holiday + your Birthday off + Bank Holidays + a Personal Well Being Day
Are you an enthusiastic Wealth Management Administrator who could fulfil a vital support function within a busy SJP Partner Practice? The successful candidate will be responsible for providing administrative support as part of the team at a highly respected Appointed Representative of St. James’s Place Plc.
The Role:
- You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
- You will be a point of contact for clients and third parties dealing with both general and technical enquiries.
- You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation.
- You will be responsible for managing Salesforce and keeping all client details up to date.
- Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios.
- Tracking the Business Pipeline, providing regular updates to both Clients and Advisers.
The Person:
- To be considered for this role you will need: 1 - 2 years' proven work experience as an Administrator within a St James's Place Partner Practice.
- Excellent customer service and the ability to build rapport and manage client relationships.
- Strong attention to detail and be able to problem solve and think on your feet.
- Good time management and planning skills.
- Strong working knowledge of Excel, Word, and other Microsoft Office Programs.
- It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.
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 Management Administrator (Part-time) employer: Premium site
Contact Detail:
Premium site Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator (Part-time)
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to wealth management. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills. Confidence is key!
✨Tip Number 3
Showcase your skills! Create a portfolio or a presentation that highlights your achievements and how they relate to the role of a Wealth Management Administrator. This can really set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're serious about joining the team. Make sure to follow up after applying to express your enthusiasm!
We think you need these skills to ace Wealth Management Administrator (Part-time)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management Administrator role. Highlight your relevant experience and skills, especially those that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Keep it concise but engaging – we love a good story!
Show Off Your Attention to Detail: In wealth management, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work – it shows you care!
Apply Through Our Website: Don’t forget to apply through our website! It’s the easiest way for us to receive your application. Just follow the prompts, tick the Privacy Policy box, and hit that green 'apply to this job' button. We can't wait to hear from you!
How to prepare for a job interview at Premium site
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and the specific services offered by St. James’s Place. Familiarise yourself with common financial terms and processes, as well as the role's responsibilities. This will show that you're genuinely interested and prepared.
✨Showcase Your Customer Service Skills
Since this role involves a lot of client interaction, be ready to share examples of how you've provided excellent customer service in the past. Think about situations where you built rapport or resolved issues effectively, as these stories will highlight your suitability for the position.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, prepare to discuss how you ensure attention to detail in your work. You might want to mention specific tools or methods you use to keep track of information, especially when managing client data in systems like Salesforce.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients you'll be working with, or how success is measured in this role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.