Wealth Management Administrator

6 Days Old

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 part of the Partner Support Staff (referred to as PSS) administrative team and will support between one / two advisers. The role will be based in office in Moorgate, London.
Role Overview
This is an entry level role, highly suited to a graduate or someone with experience in the field looking for their next step in their career. Exceptional A Level candidates will also be considered.
The role itself will require you to operationally support one / two financial advisers within a team, assisting with business processing, meeting pack preparation, writing of suitability reports (using online tools - training provided), client servicing, booking in review meetings and general support administration.
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.
First impressions count when you dealing with clients for senior team members, and therefore smart and professional appearance is a must for this role.
Role content:
Full training will be provided on all of the following:
Client / Team communication
Pro-active and structured approach to the Financial Adviser’s administration needs, ensuring the smooth running of the back-office support
Dealing with client queries via telephone, email, face-to-face or in writing as required
Administration
* Confident managing various administrative tasks with both speed and accuracy, multi-tasking.
* Liaising with internal central administration centres regarding client’s funds and investments
* Switching of client funds and processing funds
* Keeping all client data up to date
* Issuing and chasing letters of authority
* Using financial software to provide data analysis of clients’ funds and investments
* Producing personalised illustrations, and obtaining up to date wealth accounts
* Preparing meeting packs in advance of client meetings
Technical skills required
* Good level of computer literacy, including Word, Excel and Outlook. We will train you on everything else including all financial services CRM and internal packages such as Salesforce, Aptus & IBusiness.
* Effective communication skills, not afraid to pick up the phone to chase information or provide an answer to a client’s query
Personal attributes
* Good energy and enthusiasm and the desire to succeed in the role!
* Professional and approachable manner to clients and colleagues
* Well presented, smart and professional in appearance.
* Able to communicate with individuals at all levels, including those of high net worth
* Able to work in a high confidential and discreet environment
* High level of attention to detail
* Minimum grade 5 in GCSE Maths & English.
* Graduate or similar in financial based degree preferred (i.e. Economics, Maths, finance, accounting etc) - but not essential.
* Able to travel to and work from our office in Moorgate
Additional information
* Salary: £26k for A Level school leavers; £30K for graduates and more experienced candidates.
* Role type: Employed role
* Location: Moorgate, London, EC2V (office based)
* Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm daily
* Training: Full training shall be provided
* Holiday: 25 days plus bank holiday (paid holiday entitlement)
* Start date: April / May 2026
Should this role be of interest
Apply
Location:
EC2V, Bassishaw, Greater London
Salary:
£26,000 - £30,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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