Employer: Your Resourcing Partner Limited Salary: £28,000 – £40,000 per annum Date Added: 06/04/2024
SENIOR WEALTH MANAGEMENT ADMINISTRATOR / PRACTICE MANAGER – Lombard Street, London (EC3V 9BQ)
Role overview
We are recruiting for a full time Wealth Senior Wealth Management Administrator / Practice Manager to support a small team within a successful practice of St. James’s Place Wealth Management, based in the Lombard Street offices.
The role will be an integral part of the team, supporting the Partners (Financial Advisers) at an operational level with a mix of client servicing, business processing and general administration.
It would be particularly suited to an individual seeking a long-term senior administrative / Practice Manager career. The successful candidate will ideally have previous experience of working either in a support role for financial adviser as an administrator or practice manager within an IFA or an SJP practice. Previous experience of Salesforce / FE Analytics is highly advantageous.
The role is full time and based in the Lombard Street central office initially, with the option of hybrid working after fully trained in the role (work from home one / two days a week in the future).
Role content
PA / Administration / Team communication
Managing the Senior Partner’s diary and book in client meetings
Providing general PA support
General Administration supporting a small team
Management of client ID procedure for investments, protection and pensions
Liaising with 3rd party providers to obtain relevant client information
Issuing investment letters of authority to providers, and chasing up where required
Managing workflow of current client cases
Ensuring all work is compliant within the practice
Managing the CPD / training requirements for the Partners
Client Servicing
Meeting Pack preparation in advance of client meetings
Acting as a point of contact for all client queries as required
Dealing with incoming emails
Keeping all client details up to date from each meeting internally
Checking and issuing policy documentation
Ensuring the client records are up to date and compliant in accordance with the latest guidelines
Issuing wealth accounts or valuations to clients
Issuing signed documentation to Clients
Business Processing
Experience of Salesforce & FE Analytics highly desirable
Uploading client declarations onto iBusiness
Processing switches and surrenders and associated administration
Electronic Business Submission processing and setting up of Advice sets, uploading documents.
Ensuring Client records are fully compliant prior to submission
Experience of administration including ISA allowances, carry forward calculations
Basic level paraplanner duties
Person specification
Preferably previous experience of working in a similar Administrative role, with knowledge of financial services
Seeking a long-term career in wealth management administration, working themselves up to Practice Manager level
Willingness to take on responsibility and self-motivated.
High level of computer literacy i.e. Word, Outlook, Excel
Naturally technical and numerate, and able to pick up new technical programmes and processes with ease
Able to use own initiative, and work in a fast-paced environment
Ability to effectively prioritise, with excellent organisational skills
Enjoys working in an Administrative capacity in an Administrative / Practice Manager role.
Experience of dealing with High-Net-Worth clients
Good team player
High level of accuracy and attention to detail
Trustworthy and loyal, seeking longevity in role
Excellent telephone manner and well presented
Comfortable making outbound client calls to existing and prospect clients
Enthusiastic and willing to learn
Additional Information
Salary: £30-40K per annum pro-rata, dependant on skills and experience.
Role type: Employed role
Location: Lombard Street SJP office (EC3V 9BQ) 3 days a week minimum (although this will be required full time during the initial training period)
Hours of work: 9.00am – 5.30pm Monday to Friday
Paid Holiday: 25 days per annum, plus bank holidays.
Training: Full training shall be provided
For further details, or to apply for this excellent opportunity, please apply online.
