Wealth Management Administrator

Wealth Management Administrator

Leeds Full-Time 24000 - 30000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Be the go-to person for clients, managing enquiries and providing top-notch admin support.
  • Company: Join St. James's Place, a leading FTSE 100 Wealth Management company with a stellar reputation.
  • Benefits: Enjoy a competitive salary up to Β£30k and opportunities for career development in finance.
  • Why this job: This role offers variety, challenges, and a chance to make a real impact in wealth management.
  • Qualifications: Ideal candidates have financial services experience, excellent IT skills, and a proactive attitude.
  • Other info: Training provided; must pass standard Financial and Identity checks.

The predicted salary is between 24000 - 30000 Β£ per year.

An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. You will have the opportunity to develop an interesting and meaningful career path in financial services and wealth management.

The Role:

  • You will be the β€˜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.
  • Carrying out fund switches and financial calculations for clients using specific systems and processes.
  • You will need to ensure that business obtained is being processed in a timely way.
  • You will be setting up the clients' annual reviews and be able to produce the review letters.
  • 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 β€˜can do’ working style.
  • You have been working in Financial Services for several years for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop.
  • 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 with little or no supervision.
  • Most importantly, you are confident in dealing with Clients and third parties with total discretion.
  • You will ideally have previous experience but training in some of these areas can be provided.

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 Β£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.

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Contact Detail:

St. James's Place Wealth Management Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Wealth Management Administrator

✨Tip Number 1

Familiarise yourself with the specific software and systems mentioned in the job description, particularly Salesforce. If you haven't used it before, consider taking an online course or watching tutorials to get a basic understanding of how it works.

✨Tip Number 2

Research St. James's Place and their approach to wealth management. Understanding their values and client base will help you tailor your conversations during the interview and demonstrate your genuine interest in the role.

✨Tip Number 3

Prepare examples from your previous experience that showcase your administrative skills and ability to handle client inquiries. Think about situations where you provided excellent customer service or managed multiple tasks efficiently.

✨Tip Number 4

Network with professionals in the financial services sector, especially those who have experience with St. James's Place. They can provide valuable insights and may even refer you to opportunities within the company.

We think you need these skills to ace Wealth Management Administrator

Customer Service Excellence
Administrative Skills
Attention to Detail
Financial Services Knowledge
Salesforce CRM Proficiency
Communication Skills
Organisational Skills
Problem-Solving Skills
Initiative and Self-Motivation
Time Management
Discretion and Confidentiality
Ability to Work Independently
Fund Transfer Processes
Financial Calculations

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience in financial services and administration. Emphasise your organisational skills, IT proficiency, and any experience with Salesforce CRM, as these are key for the role.

Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the Wealth Management Administrator position. Mention specific examples of how you've provided excellent customer service and managed administrative tasks in previous roles.

Highlight Relevant Skills: In your application, clearly outline your communication skills, ability to work independently, and your proactive approach. These traits are essential for the role and should be evident in your written application.

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 successfully.

How to prepare for a job interview at St. James's Place Wealth Management

✨Showcase Your Administrative Skills

As a Wealth Management Administrator, you'll need to demonstrate your strong administrative abilities. Be prepared to discuss your previous experience in managing client information and handling enquiries efficiently. Highlight any specific software you've used, especially if it's related to financial services.

✨Emphasise Customer Service Experience

This role requires a high level of customer service. Share examples from your past roles where you provided exceptional support to clients or resolved issues effectively. This will show that you understand the importance of client relationships in wealth management.

✨Familiarity with Salesforce is Key

If you have experience using Salesforce, make sure to mention it during your interview. If not, express your willingness to learn and adapt quickly. Understanding how to manage client details in CRM systems is crucial for this position.

✨Demonstrate Initiative and Problem-Solving Skills

The ideal candidate is a self-starter who can work independently. Prepare to discuss situations where you've taken the initiative to solve problems or improve processes. This will illustrate your proactive approach and ability to thrive with minimal supervision.

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