Wealth Management Administrator

Wealth Management Administrator

Location: Rawtenstall, Rossendale, (BB4)

Salary: £25,000 - £30,000 dependent upon experience

Hours: Full-Time / Office Based - (Hybrid will be considered for the right candidate)

An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. 
You will be an integral part of a small team managing the business generated by the Advisers using your administrative expertise.

You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role: Wealth Management Administrator

The role offers variety and challenge, including but not limited to:

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  • You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information 
    
  • Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice 
    
  • Carrying out fund switches and financial calculations for clients using specific systems and processes
    
  • You will need to ensure that business obtained is being processed in a timely way 
    
  • You will be setting up and preparing for the clients' annual reviews 
    
  • You will be capable of producing detailed review letters
    
  • You will be responsible for managing Salesforce and keeping all client details up to date 
    
  
  

The Person: Wealth Management Administrator

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  • This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
    
  • You have excellent IT and literacy skills, are highly organised and can make decisions 
    
  • Ideally you will have used the Salesforce CRM system 
    
  • You are a self-starter and able to work with little or no supervision 
    
  • You are confident in dealing with Clients and third parties with total discretion 
    
  • You will ideally have previous experience but training in some of these areas can be provided.
    
  
  

St. James’s 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 £198.5bn. 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.

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