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- Tasks: Provide top-notch admin support and manage client communications in a dynamic wealth management team.
- Company: Join St. James's Place, a leading FTSE 100 Wealth Management firm with a stellar reputation.
- Benefits: Enjoy a competitive salary, hybrid working options, and the chance to grow in a successful environment.
- Why this job: Be part of a fast-paced team, enhance your skills, and make a real impact on clients' financial journeys.
- Qualifications: Experience in financial services is essential; strong IT and communication skills are a must.
- Other info: Candidates will undergo standard financial and identity checks upon offer.
The predicted salary is between 28000 - 35000 £ per year.
Location: London / Hybrid
Salary: Up to £35,000, depending on experience
Working as part of the team at a Partner Practice of St. James's Place Plc, who provide bespoke financial advice and services to a broad range of clients; individuals, families, and businesses. An excellent opportunity has arisen for a professional and proactive Administrator with financial services or wealth management experience. You will be joining a fast-paced team managing the workload and offering support as required. This business is well established and highly successful.
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, always ensuring seamless communication.
The Person:
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style.
- You will have been working in Financial Services, ideally with a St. James's Place Practice or an IFA for several years and have good all-round knowledge which you are looking to expand and develop.
- You will enjoy liaising with Clients and colleagues and have a natural flair for building rapport and effective working relationships.
- You will have excellent IT and communication skills, are highly organised and can make decisions.
- Ideally, you have used the CRM Salesforce.
- You are a self-starter and able to work with little or no supervision.
- It is essential that you are confident in dealing with 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 £188.6bn. 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.
Practice Manager - Wealth Management employer: St. James's Place Wealth Management
Contact Detail:
St. James's Place Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Practice Manager - Wealth Management
✨Tip Number 1
Familiarise yourself with the specific services offered by St. James's Place and their approach to wealth management. This knowledge will help you demonstrate your understanding of their business model during any interviews.
✨Tip Number 2
Network with current or former employees of St. James's Place or similar financial services firms. They can provide valuable insights into the company culture and expectations, which can give you an edge in your application.
✨Tip Number 3
Brush up on your Salesforce skills if you haven't used it recently. Being able to confidently discuss your experience with CRM systems will show that you're ready to hit the ground running in this role.
✨Tip Number 4
Prepare examples of how you've successfully managed client relationships in the past. Highlighting your ability to build rapport and handle enquiries will be crucial in demonstrating your fit for this position.
We think you need these skills to ace Practice Manager - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services or wealth management. Emphasise any roles where you've provided administrative support, managed client relationships, or used Salesforce.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive approach and ability to work independently. Mention specific examples of how you've successfully managed workloads and supported clients in previous roles.
Highlight Key Skills: In your application, clearly outline your IT and communication skills. Provide examples of how you've built rapport with clients and colleagues, as well as your organisational abilities.
Follow Application Instructions: When applying, ensure you follow the instructions carefully. Tick the Privacy Policy box and click the green 'apply to this job' button on the Burgh Recruitment site to complete your application.
How to prepare for a job interview at St. James's Place Wealth Management
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in financial services or wealth management during the interview. Be prepared to discuss specific roles and responsibilities you've had, especially those that relate to client interactions and administrative tasks.
✨Demonstrate Your IT Skills
Since the role requires excellent IT skills, particularly with Salesforce, be ready to talk about your proficiency with this CRM system. If you have examples of how you've used it to manage client data or improve processes, share those stories.
✨Prepare for Client Interaction Scenarios
As a Practice Administrator, you'll be a point of contact for clients. Prepare for questions about how you would handle various client scenarios, including technical inquiries and maintaining customer service excellence. Think of examples where you've successfully built rapport with clients.
✨Exhibit Your Organisational Skills
The role demands high levels of organisation and the ability to manage multiple tasks. Be ready to discuss how you prioritise your workload and ensure seamless communication within a team. Providing examples of past experiences where you've successfully managed competing priorities will be beneficial.
