Wealth Management Administrator
Your Resourcing Partner Limited

London
•1 hour ago
•No application
About
We have an excellent opportunity to join an established St. James’s Place Wealth Management practice as a Wealth Management Administrator. This role will be supporting a financial adviser based in the Moorgate, London office with daily operational administration and client servicing.Role OverviewThis is an entry level Junior role, highly suited to a graduate or someone looking to move into Wealth Management on a long term basis, looking to develop their administration and client servicing experience supporting a financial adviser.As the role involves working within the field of wealth management / financial advice, it is really important for the individual to have a grade 5 or above Maths and English as attention to detail and accuracy is really important in the role. Whilst not essential financial based degrees such as economics / accounting / finance are particularly of interest. The company will provide full training and development to provide a strong foundation in wealth management administration.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 professional manner - good communication skills are a must.Should you wish to complete further training and professional qualifications in this field, the company will also support the CII Level 4 Diploma in Financial Planning qualification as well as internally high recognised administrative qualifications.Role content:Full training will be provided on all of the following:Client / Team communicationPro-active and structured approach to the Financial Adviser’s administration needs, ensuring the smooth running of the back-office supportDealing with client queries via telephone, email, face-to-face or in writing as requ




