Senior Administrator - Wealth Management
Location: Esher / In office
Salary: Up to £40,000 + Bonus & Benefits
Are you an experienced and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?
An excellent opportunity has arisen for an SJP experienced and adaptable PA / Administrator to join this ambitious partner practice.
You will be working as part of the small team at a highly respected Appointed Representative of St. Jamess Place Plc. The company provides bespoke financial planning and investment advice and services to a wide range of clients
Your role will be to manage all the day-to-day operations of the business, including:
1. You will be providing a high level of technical and administrative support
2. Managing appointments and client review meetings, and responding to client emails and managing the CRM system (Salesforce)
3. Preparing for Client Financial Reviews, collating key data, preparing relevant Illustrations and meeting packs
4. Issuing and following up on Letters of Authority with clients and third parties
5. Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
6. Dealing with enquiries on behalf of the Partner, always providing excellent levels of service to Clients
7. You will be processing new b...