Senior Administrator Wealth Management
Location:Coventry (CV7) / Hybrid working
Salary: Up to £40,000 per annum (DoE)
An excellent opportunity has arisen for a professional and experienced Senior Administrator to work within a highly successful St. Jamess Place Partner Practice.
You will play a key role in the fast-paced team, providing a high level of technical and administrative support to Advisors while maintaining an excellent level of customer service to Clients of the Practice.
This business is well established and highly successful with a diverse Client base, including professional individuals and families, business owners, and private clients.
The Role: Senior Administrator - Wealth Management
The key responsibilities of this role include -
1. Taking the lead on complex cases, you will be providing a high level of technical and administrative support
2. Managing the client review meeting process and responding to client emails and managing the CRM system (Salesforce)
3. Supporting Clients / Advisers by liaising with clients, third parties, dealing with new business enquiries, and following up with providers for funds and information
4. Preparing for Client Financial Reviews, collating key data, preparing relevant Illustrations, projections and valuations, including any compliance documentation
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