Wealth Management Administrator

Location: Derby DE6 – (40% WFH once trained if desired)

Salary: Highly Competitive + bonus + excellent benefits

Are you an enthusiastic, experienced Administrator eager for progression and career development?
Could you fulfil a vital support function as part of the team within this
highly respected wealth management practice?
Our client is an Appointed Representative of St. James’s Place Wealth Management, who through quality, integrity and excellence, are a highly trusted source of advice to clients as their financial needs evolve over the years.

The Role: Wealth Management Administrator

    • You will be tasked with superb levels of support to Clients and the team within the office 
    • You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients. Full training will be given and there is scope within this role to progress and develop your knowledge 

You will be primarily involved with a wide variety of administrative support tasks, and following initial training, you will be the main liaison between the client and the Wealth Manager, ensuring all meetings are prepared for,
delivered and any agreed actions are followed up in a timely and professional manner – so good organisational and communication skills are a must

Additionally, your role will include:

    • Diary management for one or more of our Wealth Managers 
    • Answering and directing phone calls and dealing with Client queries 
    • Managing the database of clients, accurately updating records and internal systems 
    • Producing high quality correspondence for clients and third-party providers 
    • Submit and progress client cases, regularly liaising with St. James’s Place Admin Centres

The Person: Wealth Management Administrator

Your experience, attributes and skills will include:

    • Proven work experience as an Administrator or within an office support role. Financial Services experience is useful but not essential 
    • Excellent customer service and the ability to build rapport and manage client relationships 
    • Strong attention to detail and be able to problem solve and think on your feet 
    • Good time management and planning skills 
    • Strong working knowledge of Excel, Word and other Microsoft Office Programs 
    • It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion 
    • Positivity, motivation and a genuine interest in working within a dynamic and progressive business

The Rewards:

    • Excellent and inclusive working environment 
    • The opportunity to extend your skills and experience, gaining professional qualifications 
    • Be able to feel part of something really special and be part of a motivated team that works really hard to make a success of this Practice.

This practice is part of the SJP Partner network and have an outstanding track record of developing people in a structured and rewarding manner, delivering long-term career progression.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £154bn.

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.
Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice.