At a Glance
- Tasks: Support clients and manage administrative tasks in a dynamic wealth management environment.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary, flexible hours, and the option to work fully remote.
- Other info: Enjoy a supportive culture with opportunities for personal and professional growth.
- Why this job: Be the go-to person for clients and make a real difference in their financial journeys.
- Qualifications: Strong IT skills, excellent communication, and experience with Salesforce preferred.
The predicted salary is between 36000 - 40000 £ per year.
An excellent opportunity has arisen for a professional Administrator to work in a St. James's Place Senior Partner Practice who specialise in meeting the financial needs of Professionals, Private Clients and Business Owners.
The role of the Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration.
The Role:
- You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information.
- Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
- Submitting new business and fund transfers using bespoke software.
- Sending out correspondence and requesting detailed information for Pension Transfer cases.
- You will be processing all business within agreed timescales.
- You will be setting up the clients' annual reviews and managing the Partners diary.
- You will be responsible for managing Salesforce and keeping all client details up to date.
The Person:
- This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
- You have excellent IT and communication skills, are highly organised and can make decisions.
- Ideally, you will have used the Salesforce CRM system.
- You are a self-starter and able to work independently.
- You are confident in professionally dealing with Clients and third parties 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 £242.44bn. 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.
Wealth Management Administrator 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 Wealth Management Administrator in London
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Don’t shy away from reaching out directly to firms like St. James's Place Wealth Management. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Management Administrator 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.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on St. James's Place Wealth Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
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.
✨Prepare for Case Studies
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✨Show Your Passion for Finance
Since this is a full-time position, employers at St. James's Place Wealth Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
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.
