Jobs at Senior Partner Practice - St James's Place Wealth Management

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Location

Beckenham, United Kingdom

Salary

£23000 - £30000 /year

Job Type

Full-time

Date Posted

October 11th, 2024

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Jobs at Senior Partner Practice - St James's Place Wealth Management

IFA/Wealth Management Administrator at Senior Partner Practice - St James's Place Wealth Management

Location

Beckenham, United Kingdom

Salary

£23000 - £30000 /year

Job Type

Full-time

Date Posted

October 11th, 2024

Apply Now

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Candidates will be responsible for providing technical administration support to the financial advisers and paraplanners. You will manage back office administration, processes, compliance and work flow

 

Location: Beckenham (South East London) - Office based position 

 

 

Your duties will include: 

 

Administrator/ (Assistant to the Director) – Wealth Management 

 

  • Issuing letter of authorities (LOAs) to providers
  • Chasing financial institutions to provide requested information
  • Writing client annual review letters, fund switch letters & other compliance letters  
  • Preparing client files for meetings
  • Responding to client enquiries, liaising with third parties
  • liaising with Administration Centres and Paraplanners
  • Drafting and proof-reading documents, including client correspondence, illustrations etc
  • Using Salesforce the company CRM system to adhere to all compliance requirements 
  • Maintaining and accurately updating the back office systems with client data - using it to effectively manage the business workflow 
  • Provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
  • Completing illustrations and applications for new business
  • Processing Business and chasing through to completion
  • Processing Application forms
  • Manage business pipeline
  • Manage case tracking 
  • Completing/Updating CFRs
  • Use of Voyant/FE Analytics 
  • Maintain the compliance requirements of the business – Ensure business and client files are fully compliant
  • Providing weekly updates (calls / emails) to Partner/Adviser
  • Other Adhoc duties 

 

 

 

What’s needed to be considered

 

In order to be considered for this opportunity, candidates need to have –

 

  • Previous experience in a Financial Planning Administrator role
  • Professional communication manner, both written and verbally
  • Strong knowledge of investments and pensions
  • Financial Services qualifications are desired

 

In return we offer:

 

  • Company pension
  • Friendly and positive working environment
  • Competitive salary 
  • 25 days holiday plus bank holiday 
  • Other adhoc benefits the Director provides throughout the year 

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.

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Jobs at Senior Partner Practice - St James's Place Wealth Management

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