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WEALTH MANAGEMENT ADMINISTRATOR - CENTRAL CHELMSFORD, ESSEX
Role overview
We are recruiting for a Wealth Management Administrator to support a Partner within a successful Partner Practice of St. James’s Place Wealth Management based in Chelmsford, Essex. This role is offered on a full or part-time basis (30-35 hours per week).
The role will be an integral part of a small team, supporting the Financial Adviser and the Practice Manager with a mix of client servicing, business processing and general administration tasks.
It would be particularly suited to an individual seeking a long-term administrative career, ideally with previous experience of working either in a support role for a financial adviser, or within financial services or pension environment in general within an administrative / PA capacity. Previous experience of SJP systems is advantageous, although not essential as full training shall be provided.
Role content
Admin tasks:
- Provide technical and administrative support to the Practice.
- Ensure that files are complete with all required client identification documentation and necessary application forms.
- Pre-meeting preparation and post meeting follow up, including client specific actions and accurately updating client files on Salesforce.
- Process applications accurately and record the required management information.
Business processing
- Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
- Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
- Running reports and illustrations and collating key data.
- Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales.
- Progressing applications with product providers.
Client servicing
- Meeting and greeting clients and visitors to the Practice.
- Sending, managing and chasing up Letters of Authority.
- Completing handover documents for Paraplanners
- Producing templated client letters and reports.
Technical systems used
- Salesforce, iBusiness, MyPractice (Full training will be provided on all systems)
Person specification
- Preferably previous experience of working in a similar Administrative role, with knowledge of financial services
- Willingness to take on responsibility and self-motivated.
- High level of computer literacy i.e. Word, Outlook, Excel, CRM systems
- Naturally technical and numerate and able to pick up new technical programmes and processes with ease
- Comfortable working independently within the office if the Financial Adviser and / or Practice Manager is at Client meetings or offsite.
- Able to use own initiative and work in a fast-paced environment
- Ability to effectively prioritise, with excellent organisational skills
- Enjoys working in an administrative capacity
- Experience of dealing with High-Net-Worth clients
- Good team player
- High level of accuracy and attention to detail
- Trustworthy and loyal, seeking longevity in role
- Excellent telephone manner and well presented
- Enthusiastic and willing to learn
Additional Information
- Salary: £22-27K per annum pro-rata, dependant on skills and experience.
- Location: Chelmsford, Essex, CM1.
- Hours of work: 30-35 hours per week. Option of Part-time or full-time hours covering a minimum of 4 days a week (working days must include Monday & Friday).
- Hours: Flexible between hours of 8.00am - 5.00pm (i.e. 8.00am - 4.00pm / 8.30am - 4.30pm 9.00am - 5.00pm etc)
- Holiday: 20 days plus bank holidays pro-rata (plus option of 10 additional days unpaid leave if required)
- Start date: October / November 2024
- Pension: Auto-enrolment pension scheme
For further details, or to apply for this excellent opportunity, please apply online.
