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- Tasks: Support a financial adviser with client servicing and operational administration.
- Company: Join a well-established St. James’s Place Wealth Management practice in London.
- Benefits: Starting salary of £25K, increasing to £28K after 3 months, plus 25 days holiday.
- Why this job: Kickstart your career in wealth management with full training and development opportunities.
- Qualifications: Grade 5 or above in Maths and English; financial degrees preferred but not essential.
- Other info: Dynamic office environment with potential for professional qualifications and career growth.
The predicted salary is between 18000 - 30000 £ per year.
We have an excellent opportunity to join an established St. James’s Place Wealth Management practice as a Wealth Management Administrator. This role will be supporting a financial adviser based in the Moorgate, London office with daily operational administration and client servicing.
Role Overview
This is an entry level Junior role, highly suited to a graduate or someone looking to move into Wealth Management on a long term basis, looking to develop their administration and client servicing experience supporting a financial adviser. As the role involves working within the field of wealth management / financial advice, it is really important for the individual to have a grade 5 or above Maths and English as attention to detail and accuracy is really important in the role. Whilst not essential, financial based degrees such as economics / accounting / finance are particularly of interest. The company will provide full training and development to provide a strong foundation in wealth management administration.
Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must.
Should you wish to complete further training and professional qualifications in this field, the company will also support the CII Level 4 Diploma in Financial Planning qualification as well as internally high recognised administrative qualifications.
Role content:
- Full training will be provided on all of the following:
- Client / Team communication
- Pro-active and structured approach to the Financial Adviser’s administration needs, ensuring the smooth running of the back-office support
- Dealing with client queries via telephone, email, face-to-face or in writing as required
- Administration
- Confident managing various administrative tasks with both speed and accuracy, multi-tasking.
- Liaising with internal central administration centres regarding client’s funds and investments
- Switching of client funds and processing funds
- Keeping all client data up to date
- Issuing and chasing letters of authority
- Using financial software to provide data analysis of clients’ funds and investments
- Producing personalised illustrations, and obtaining up to date wealth accounts
- Preparing meeting packs in advance of client meetings
Technical skills required
- Good level of computer literacy, including Word, Excel and Outlook. We will train you on everything else including all financial services CRM packages.
- Effective communication skills, not afraid to pick up the phone to chase information or provide an answer to a client’s query
Personal attributes
- Good energy and enthusiasm and the desire to succeed in the role!
- Professional and approachable manner to clients and colleagues
- Well presented
- Able to communicate with individuals at all levels, including those of high net worth
- Able to work in a high confidential and discreet environment
- High level of attention to detail
- Minimum grade 5 in GCSE Maths & English.
- Graduate or similar in financial based degree preferred (i.e. Economics, Maths, finance, accounting etc) - but not essential.
- Able to travel to and work from our office in Moorgate
Additional information
- Salary: £25K starting salary increasing to £28k after 3 months in the role
- Role type: Employed role
- Location: Moorgate, London, EC2V (office based)
- Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm daily
- Training: Full training shall be provided
- Holiday: 25 days plus bank holiday (paid holiday entitlement)
- Start date: February / March 2026
Sound Interesting? Feel free to apply online.
Wealth Management Administrator in London employer: Your Resourcing Partner Ltd
Contact Detail:
Your Resourcing Partner Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator in London
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management field, especially those connected to St. James’s Place. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by brushing up on your financial knowledge. Familiarise yourself with basic concepts in wealth management and be ready to discuss how your skills can support a financial adviser effectively.
✨Tip Number 3
Show off your communication skills! During interviews, demonstrate your ability to articulate ideas clearly and confidently. Remember, this role involves liaising with clients, so being personable is key.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at St. James’s Place.
We think you need these skills to ace Wealth Management Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Wealth Management Administrator role. Highlight any relevant coursework or projects, especially if you’ve got a financial background or strong communication skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in wealth management and how your background makes you a great fit. Don’t forget to mention your enthusiasm for client servicing and administration.
Showcase Your Attention to Detail: Since this role requires a high level of accuracy, make sure to proofread your application materials. A small mistake could be a red flag, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Your Resourcing Partner Ltd
✨Know Your Numbers
Since this role requires a solid understanding of Maths, brush up on your numerical skills before the interview. Be prepared to discuss how you've used these skills in past experiences, even if they were in a different context.
✨Research the Company
Familiarise yourself with St. James’s Place Wealth Management and their approach to client servicing. Understanding their values and services will help you tailor your answers and show genuine interest during the interview.
✨Practice Communication Skills
As effective communication is key in this role, practice articulating your thoughts clearly. Consider mock interviews with friends or family, focusing on how you would handle client queries or explain financial concepts.
✨Show Enthusiasm and Professionalism
Bring your energy and enthusiasm to the interview! Dress professionally and maintain a positive attitude. Demonstrating your eagerness to learn and grow in the wealth management field can set you apart from other candidates.
