Wealth Management Administrator

Wealth Management Administrator
Location: Bolton, BL1
Salary:
up to £26,000
(Excellent benefits including bonuses, loyalty reward scheme, pension, team social events, generous holiday allowance and exam support)
Hours: 35 hours, with potential for hybrid 3/2 in office working pattern (after probation)
Working as part of the team at an Appointed Representative of St. Jamess Place Plc.
You will be proving administrative support to the Partner and Advisors in this well established and highly successful Practice. This varied and important role is firmly focussed on delivering an unrivalled level of Client service at all times.
The Role: Wealth Management Administrator
Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
Dealing with enquiries and correspondence from clients and providers by email and phone
Booking in review meetings and preparing files including required documentation; product research; illustrations; and other supporting documentation
Managing the database of clients and diary management for the Partner and Advisors
Processing new business and fund switch applications using bespoke software, liaising with SJP admin teams to resolve queries
Speaking with the administration centre
Processin...