{"id":10419,"date":"2024-04-06T14:32:04","date_gmt":"2024-04-06T14:32:04","guid":{"rendered":"https:\/\/coinsrev.com\/info\/senior-wealth-management-administrator\/"},"modified":"2024-04-06T14:32:04","modified_gmt":"2024-04-06T14:32:04","slug":"senior-wealth-management-administrator","status":"publish","type":"post","link":"https:\/\/coinsrev.com\/info\/senior-wealth-management-administrator\/","title":{"rendered":"Senior Wealth Management Administrator"},"content":{"rendered":"<p><b>Employer:<\/b> Your Resourcing Partner Limited<br \/>\n<b>Salary:<\/b> \u00a328,000 &#8211; \u00a340,000 per annum<br \/>\n<b>Date Added:<\/b> 06\/04\/2024<\/p>\n<p><strong><em>SENIOR WEALTH MANAGEMENT ADMINISTRATOR \/ PRACTICE MANAGER &#8211; Lombard Street, London (<\/em><\/strong><strong>EC3V 9BQ)<\/strong><\/p>\n<p><strong>Role overview<\/strong><\/p>\n<p>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\u2019s Place Wealth Management, based in the Lombard Street offices.<\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<p>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).<\/p>\n<p><strong>Role content<\/strong><\/p>\n<p><strong>PA \/ Administration \/ Team communication<\/strong><\/p>\n<ul>\n<li>Managing the Senior Partner\u2019s diary and book in client meetings<\/li>\n<li>Providing general PA support <\/li>\n<li>General Administration supporting a small team<\/li>\n<li>Management of client ID procedure for investments, protection and pensions<\/li>\n<li>Liaising with 3rd party providers to obtain relevant client information<\/li>\n<li>Issuing investment letters of authority to providers, and chasing up where required<\/li>\n<li>Managing workflow of current client cases<\/li>\n<li>Ensuring all work is compliant within the practice<\/li>\n<li>Managing the CPD \/ training requirements for the Partners<\/li>\n<\/ul>\n<p><strong>Client Servicing<\/strong><\/p>\n<ul>\n<li>Meeting Pack preparation in advance of client meetings<\/li>\n<li>Acting as a point of contact for all client queries as required<\/li>\n<li>Dealing with incoming emails<\/li>\n<li>Keeping all client details up to date from each meeting internally<\/li>\n<li>Checking and issuing policy documentation<\/li>\n<li>Ensuring the client records are up to date and compliant in accordance with the latest guidelines<\/li>\n<li>Issuing wealth accounts or valuations to clients<\/li>\n<li>Issuing signed documentation to Clients<\/li>\n<\/ul>\n<p><strong>Business Processing<\/strong><\/p>\n<ul>\n<li>Experience of Salesforce &amp; FE Analytics highly desirable<\/li>\n<li>Uploading client declarations onto iBusiness<\/li>\n<li>Processing switches and surrenders and associated administration<\/li>\n<li>Electronic Business Submission processing and setting up of Advice sets, uploading documents.<\/li>\n<li>Ensuring Client records are fully compliant prior to submission<\/li>\n<li>Experience of administration including ISA allowances, carry forward calculations<\/li>\n<li>Basic level paraplanner duties<\/li>\n<\/ul>\n<p><strong>Person specification<\/strong><\/p>\n<ul>\n<li>Preferably previous experience of working in a similar Administrative role, with knowledge of financial services<\/li>\n<li>Seeking a long-term career in wealth management administration, working themselves up to Practice Manager level<\/li>\n<li>Willingness to take on responsibility and self-motivated.<\/li>\n<li>High level of computer literacy i.e. Word, Outlook, Excel<\/li>\n<li>Naturally technical and numerate, and able to pick up new technical programmes and processes with ease<\/li>\n<li>Able to use own initiative, and work in a fast-paced environment<\/li>\n<li>Ability to effectively prioritise, with excellent organisational skills<\/li>\n<li>Enjoys working in an Administrative capacity in an Administrative \/ Practice Manager role.<\/li>\n<li>Experience of dealing with High-Net-Worth clients<\/li>\n<li>Good team player<\/li>\n<li>High level of accuracy and attention to detail<\/li>\n<li>Trustworthy and loyal, seeking longevity in role<\/li>\n<li>Excellent telephone manner and well presented<\/li>\n<li>Comfortable making outbound client calls to existing and prospect clients<\/li>\n<li>Enthusiastic and willing to learn<\/li>\n<\/ul>\n<p><strong>Additional Information<\/strong><\/p>\n<ul>\n<li>Salary: &#163;30-40K per annum pro-rata, dependant on skills and experience.<\/li>\n<li>Role type: Employed role<\/li>\n<li>Location: Lombard Street SJP office (EC3V 9BQ) 3 days a week minimum (although this will be required full time during the initial training period)<\/li>\n<li>Hours of work: 9.00am &#8211; 5.30pm Monday to Friday<\/li>\n<li>Paid Holiday: 25 days per annum, plus bank holidays.<\/li>\n<li>Training: Full training shall be provided<\/li>\n<\/ul>\n<p>For further details, or to apply for this excellent opportunity, please apply online.<\/p>\n<p><b>Application Deadline:<\/b> 18\/05\/2024<br \/>\n<b>Contract Type:<\/b> Permanent<br \/>\n<b>Submitted Applications:<\/b> 0<\/p>\n<p><a class='btn btn-block btn-primary theme-btn-primary' style='text-align: center; text-decoration: none; margin: auto 0;width: 100%;' href='https:\/\/www.reed.co.uk\/jobs\/senior-wealth-management-administrator\/52432462' target='_blank' rel=\"noopener\"> Apply Now <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employer: Your Resourcing Partner Limited Salary: \u00a328,000 &#8211; \u00a340,000 per annum Date Added: 06\/04\/2024 SENIOR WEALTH MANAGEMENT ADMINISTRATOR \/ PRACTICE MANAGER &#8211; Lombard Street, London<\/p>\n","protected":false},"author":1,"featured_media":597,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[29],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/coinsrev.com\/info\/wp-content\/uploads\/2023\/09\/pexels-ruslan-burlaka-140945.jpg","_links":{"self":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/10419"}],"collection":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/comments?post=10419"}],"version-history":[{"count":0,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/10419\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media\/597"}],"wp:attachment":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media?parent=10419"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/categories?post=10419"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/tags?post=10419"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}