PA/Practice Administrator - Burgh Recruitment Ltd : Job Details

PA / Practice Administrator - Wealth ManagementLocation: Working from Home Hours: Full Time Salary: Up to £35,000 depending on experienceAre 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.