Wealth Management & Mortgage Administrator

Wealth Management & Mortgage Administrator

Salary: £26,000 – £32,000 Annual pro-rata, depending on days worked

Location: London

Description:

Wealth Management & Mortgage Administrator

Location: Knightsbridge, London – In office

Position: Permanent, Part-time (3-4 days per week), with potential for full-time for the right candidate

Hours: 09:30, flexible start time

Salary: £26,000 – £32,000 (pro-rata, depending on days worked)

Job Specification:

Partner Support Staff (PSS) covering all aspects including PA, administration, and business processing, working as part of the team at an Appointed Representative of St. James\’s Place.

Responsibilities:

• Provide full administrative support to the Partner, including:

• Processing applications to SJP and external financial providers
• Administering new business cases from application to completion using electronic and online systems
• Collating data
• Creating illustrations
• Updating CFR and client records via Salesforce
• Preparing suitability letters
• Helping maintain the diary
• Providing information, guidance, and updates to clients and lenders
• Building strong relationships with clients and lenders, maintaining the client database, and ensuring information is current
• Setting up annual reviews and producing review letters
• General office administration duties

Person Attributes:

• Previous knowledge and experience of SJP systems and processes (preferable)
• Previous mortgage administration experience (preferable)
• Strong communication and IT skills
• Good attention to detail
• Organized and proactive

St. James\’s Place plc (SJP) is a leading FTSE 100 Wealth Management company distributing a range of investment and retirement products to a high-net-worth client base. Funds under management exceed £188.6bn. The company is well-established and highly successful.

Please note that candidates offered roles within this Practice will undergo standard financial and identity checks.

When applying, you will be directed to Burgh Recruitment\’s application site. Ensure you tick the Privacy Policy box and click \’apply to this job\’. You will receive a confirmation email upon completion.

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