Wealth Management Administrator

St. James's Place Wealth Management
29 Mar 2018
16 May 2018
Contract Type
Full Time

Role: Wealth Management Administrator

Location: Leeds City Centre

Salary: Highly Competitive Salary with excellent benefits and bonus

Working as part of the team at Marshall Wealth Management Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc.

An excellent opportunity has arisen for a professional Administrator to work in Leeds. You will be part of a fast paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 £90bn.

The Role – Wealth Management Administrator

You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.

You will be a point of contact for clients and third parties dealing with general enquiries.

Due to the nature of the business, all tasks must be completed within a timely manner. You will be responsible for business submission using bespoke software. You will be given full training.

The Person – Wealth Management Administrator

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ‘can do’ working style. You will have been working in Financial Services for several years and have good all round knowledge which you are looking to expand and develop.

You have excellent communication skills and are highly organised. You are a self starter and able to work with little or no supervision. You can make decisions.

It is essential that as an Administrator you are confident in dealing with third parties and can work with total discretion. A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.

This job was originally posted as www.jobsite.co.uk/job/960426731

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