Wealth Management Administrator - New Opportunity
We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James’s Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner. Please note that whilst previous experience in financial services administration is preferable it is not essential, as full training on all areas shall be provided.
Role Overview
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good basic understanding of some form of financial services administration would be advantageous, as would a natural numerical skill.
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.
Either aspiring long-term financial services administrators, graduates or those willing to start their career within an administrative support capacity would be particularly suited to this role. Full training will be provided in all administrative area of the role.
Role content:
The role will include, but is not limited to the following responsibilities:
- Pro-active and structured approach to the partners administration needs, ensuring the efficient smooth running of the back-office support; focus on best client outcomes whilst diligently adhering to regulatory process.
- Prepare full and bespoke client CFRs via Salesforce and supporting documentation to assist with the automated production of suitability letters across and seek relevant approvals for business submissions on behalf of the Adviser.
- Become competent and proficient in use of support systems, e.g. Salesforce, My Practice, iBusiness, Voyant, FE Analytics to provide full client task and client review management process
- Preparing client meeting packs in advance, using support systems to provide data analysis of clients’ funds and investments
- Manage partners Letter of Authority (LoA’s) process; gathering signed client LoAs; liaising with LoA management service to receipt of complete 3rd party provider documentation
- Ensure that client and business files are accurately maintained and filed/archived in line with compliance regulations.
- Liaising with internal marketing team, as directed by the financial adviser.
- Dealing with client queries via telephone, email, face-to-face or in writing as required and directed by the financial adviser.
- Maintain the high professional standards required, in line with the culture and values of the business.
Technical skills required
- Previous administrative experience highly desirable
- Previous experience working in administration within financial services, with a basic understanding of pensions and / or investments in an administrative capacity advantageous (but not essential)
- First class organisational skills to deliver against a wide variety of tasks
- Effective communication skills verbally, face to face and in writing
- Highly computer literate: Word, Excel, Outlook
- Good A’ Level or Degree results. Education experience in related field e.g. Maths, Economics, Finance, Accounting highly desirable.
Personal attributes
Scrupulous high level of accuracy and attention to detail in work
Naturally comfortable working in a numeric environment
Experienced in delivering in a fast-paced environment.
Strong interpersonal / client relationship management skills
Ability to manage own workloads and multitask where appropriate
Able to work independently, disciplined in work approach with the ability to get the job done
Professional and approachable manner to clients and colleagues
Highly professional and well presented with a strong work ethic
Ability to work effectively under pressure to meet tight deadlines where required
Able to deal with individuals at all levels, including those of high net worth
Able to work in a high confidential and discreet environment
Pro-active in approach
Additional information
Salary: £23-28K depending on experience
Role type: Employed role, auto-enrolment pension scheme
Location: Moorgate, London, EC2V 5DE
Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard.
Training: Full training shall be provided
Holiday: 25 days plus bank holiday paid holiday entitlement
Pension: Auto-enrolment pension scheme provided
To apply for this excellent opportunity or for further information, please apply online
