Practice Manager - Wealth Management - #1724934

Practice Administrator - Wealth Management

Location: London / Hybrid

Salary: Up to £35,000, dependng on experience

Working as part of the team at a Partner Practice of St. James’s Place Plc, who provide bespoke financial advice and services to a broad range of clients; individuals, families, and businesses. An excellent opportunity has arisen for a professional and proactive Administrator with financial services or wealth management experience.

You will be joining a fast-paced team managing the workload and offering support as required. This business is well established and highly successful.

The Role: Practice Administrator - Wealth Management

• You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• You will be a point of contact for clients and third parties dealing with both general and technical enquiries
• You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections and valuations, including any compliance documentation
• You will be responsible for managing Salesforce and keeping all client details up to date
• Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios
• Tracking the Business Pipeline, providing regular updates to both Clients and Advisers, always ensuring seamless communication

The Person: Practice 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 been working in Financial Services, ideally with a St. James's Place Practice or an IFA for several years and have good all-round knowledge which you are looking to expand and develop
• You will enjoy liaising with Clients and colleagues and have a natural flair for building rapport and effective working relationships
• You will have excellent IT and communication skills, are highly organised and can make decisions
• Ideally, you have used the CRM Salesforce
• You are a self-starter and able to work with little or no supervision
• It is essential that you are confident in dealing with third parties and can work with total discretion.

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 £188.6bn. 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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