At a Glance
- Tasks: Support clients and manage data while working remotely in a dynamic team.
- Company: Join St. James's Place Wealth Management, a leader in the industry.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Other info: Enjoy a supportive environment with potential for career advancement.
- Why this job: Be the key contact for clients and make a real difference in their financial journeys.
- Qualifications: Strong communication skills and experience with client management systems.
The predicted salary is between 27000 - 33000 £ per year.
St.
James's Place Wealth Management is seeking a Wealth Management Administrator to join a Senior Partner Practice working remotely.
You will act as the go-to contact for clients and third parties, handling general enquiries and coordinating information flows.
The role involves submitting new business, managing fund transfers, and maintaining up-to-date client records in Salesforce.
You will support annual reviews, diary management for Partners, and ensure timely processing of all client
Remote Wealth Management Administrator Client Data Support in London employer: St. James's Place Wealth Management
Join a highly respected St. James’s Place Partner Practice in Risby, Bury St Edmunds, where you will be part of a friendly and collaborative team dedicated to delivering exceptional service. Enjoy a competitive salary and benefits, along with opportunities for personal growth and skill development in a fast-paced environment that values your contributions. This role offers the chance to make a meaningful impact while working alongside motivated colleagues who are committed to success.
Contact Details:
St. James's Place Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Remote Wealth Management Administrator Client Data Support in London
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We think you need these skills to ace Remote Wealth Management Administrator Client Data Support in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to St. James's Place Wealth Management.
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How to prepare for a job interview at St. James's Place Wealth Management
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with St. James's Place Wealth Management.
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Before your interview, reach out to current or former St. James's Place Wealth Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
