Wealth Management Administrator Location: Wilmslow (SK9) Salary: Highly Competitive Bonus Hours: Full time An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. Jamess 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 Partner using your administrative expertise. The Role: Wealth Management Administrator The role offers variety and challenge, including but not limited to: 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 Liaising with Paraplanners, providing administrative support, creating illustrations and investment reports You will be setting up the clients' annual reviews and collating all relevant documentation You will be updating Salesforce to ensure all client details are up to date The Person: Wealth Management Administrator 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 been working in Financial Services for several years, ideally 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 andcan 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 St. Jamess Place plc (SJP) is a leading, a 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 £190.2bn. 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. ADZN1_UKTJ