Wealth Management Administrator

As a Wealth Management Administrator, the work centres on maintaining accurate and up-to-date client records on Salesforce CRM. It would suit someone who can bring strong professional approach to the role.

Role overview

James's Place (SJP) Partner Practice based in Brighton, providing high-quality financial planning advice to a varied private client base. They are looking to appoint an experienced and proactive Wealth Management Administrator to join their team.

Main responsibilities

Maintaining accurate and up-to-date client records on Salesforce CRM. General office administration including diary management, filing, and correspondence. Providing comprehensive administrative support to financial advisers.

What helps someone succeed

Strong professional approach.

Requirements

• Previous experience in a financial services administration role.
• Previous experience working within an SJP Partner Practice — highly desirable.
• Experience with client review processes and annual suitability assessments.

Job details

• £25,000 – £30,000 per annum (dependent on experience).
• Monday to Friday, 9:00am – 5:00pm.
• Excellent opportunity to develop your career within a well-regarded SJP Practice.
• Additional detail: Pension support may be included.