Senior Administrator - Wealth Management
Find out more about this role by reading the information below, then apply to be considered.
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:
You will be providing a high level of technical and administrative support
Managing appointments and client review meetings, and responding to client emails and managing the CRM system (Salesforce)
Preparing for Client Financial Reviews, collating key data, preparing relevant Illustrations and meeting packs
Issuing and following up on Letters of Authority with clients and third parties
Submitting and progressing post review actions such as fund switches, withdrawals, changes to contribution portfolios
Dealing with enquiries on behalf of the Partner, always providing excellent levels of service to Clients
You will be processing new business and liaising with SJP admin teams
There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment
Diary management for the Partner
The Person: Senior Administrator - Wealth Management
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a can do working style.
You will have experience of working within an SJP Partner Practice and enjoy a fast paced, varied and exciting environment
You have excellent IT and communication skills, are highly organised and can make effective decisions
You have used Salesforce CRM and be confident with SJP systems and processes
You are a self-starter and able to work with little or no supervision
It is essential that as PA / Administrator you are confident in dealing with third parties and can work with total discretion
You will work proactively to help streamline the business and help develop efficiencies, with the ability to adapt to a fast pace of change in technology
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.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
TPBN1_UKTJ