Senior Administrator - Wealth Management

Senior Administrator - Wealth Management

Location: Esher / In office
Salary: Up to £40,000 + Bonus & Benefits

Are you an experienced and self-motivated multi-tasker who works best when taking responsibility for their own workload? An excellent opportunity has arisen for an SJP experienced and adaptable PA / Administrator to join this ambitious partner practice. You will be working as part of a small team at a highly respected Appointed Representative of St. James's Place Plc. The company provides bespoke financial planning and investment advice and services to a wide range of clients.

Your role will be to manage all the day-to-day operations of the business, including:

• Providing a high level of technical and administrative support
• Managing appointments and client review meetings, responding to client emails, and managing the CRM system (Salesforce)
• Preparing for Client Financial Reviews, collating key data, preparing relevant Illustrations and meeting packs
• Issuing and following up on Letters of Authority with clients and third parties
• Submitting and progressing post-review actions such as fund switches, withdrawals, and changes to contribution portfolios
• Dealing with enquiries on behalf of the Partner, always providing excellent levels of service to Clients
• Processing new business and liaising with SJP admin teams
• Diary management for the Partner

The Person: Senior 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 has a can-do working style.

• You will have experience of working within an SJP Partner Practice and enjoy a fast-paced, varied, and exciting environment
• You have excellent IT and communication skills, are highly organised, and can make effective decisions
• You have used Salesforce CRM and are confident with SJP systems and processes
• You are a self-starter and able to work with little or no supervision
• It is essential that as PA / Administrator you are confident in dealing with third parties and can work with total discretion
• You will work proactively to help streamline the business and develop efficiencies, with the ability to adapt to a fast pace of change in technology

St. James's Place plc (SJP) is a leading, 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 £190.2bn. This business is well established and highly successful.