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Permanent

Senior Wealth Management Administrator

City
money-bag 30000.00-30000.00 Annual
2941920685
Posted 1 week ago

New opportunity: Senior Wealth Management Administrator / Practice Manager Suitable for long-term administrator / future practice manager. Role overview We are recruiting for a full time Senior Wealth Management Administrator / Practice Manager to support a Senior Partner within a successful principal partner practice of St. James s Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an operational level with a mix of client servicing, business processing, general administration and basic level paraplanning. The Financial Adviser has a small team of financial advisers under them, and therefore the individual would on occasions mentor and support the more junior level administrators in the wider team as required. It would be particularly suited to an individual seeking a long-term senior administrative career / existing practice manager / or aspiring practice manager. 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 SJP systems / Salesforce / FE Analytics is highly advantageous but not essential. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and ..... full job details .....

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