Wealth Management Administrator

Wealth Management Administrator focuses on providing comprehensive administrative support to financial advisers.

What the role involves

• Providing comprehensive administrative support to financial advisers.
• Processing new business applications and managing submissions through the SJP platform.
• Maintaining accurate and up-to-date client records on Salesforce CRM.
• Preparing client review packs, correspondence, and valuations.
• Handling client enquiries by telephone and email in a professional and timely manner.
• Liaising with St. James's Place head office and third-party providers.

Skills and requirements

• Previous experience in a financial services administration role.
• Ability to manage a busy workload and prioritise effectively.
• Competent IT skills including Microsoft Office (Word, Excel, Outlook).
• Previous experience working within an SJP Partner Practice — highly desirable.

Confirmed role 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.
• Ongoing training and professional development support.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through

Known job details

• Pay: £25,000 – £30,000 per annum