PA / Practice Administrator - Wealth Management Location: Working from Home Hours: Full Time Salary: Up to £35,000 depending on experience Are you an experienced and adaptable PA / Administrator and a self-motivated multi-tasker, who works best when taking responsibility for their own workload?
You will be working as part of the team at a highly respected Appointed Representative of St. James's Place Plc.
The company provides bespoke financial 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: Managing appointments and client review meetings, and responding to client emails and managing the CRM system (Salesforce) Preparing for Client Financial Reviews and 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, changes to contribution portfolios You will be managing and collating key data for reports and reviews Dealing with enquiries on behalf of the Advisor, always focussing on providing excellent levels of service to Clients You will be processing new business and liaising with SJP admin teams There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment To be the perfect candidate for this role you will need: Proven work experience as an Administrator within Wealth Management, preferably at a St. James's Place Practice or from an IFA setting 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 The adaptability and resourcefulness to work remotely 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.
St. James's Place plc (SJP) is a leading, a highly regarded FTSE 250 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 £184.4bn.
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.