Wealth Management Administrator

Are you an enthusiastic Wealth Management Administrator ready for your next opportunity? Would you enjoy playing a support role within a busy and successful financial services practice?

This is an excellent opportunity to join a highly successful St. James’s Place Partner Practice, providing high-quality financial advice across Pensions, Investments, Tax Planning, and Protection.

The team pride themselves on delivering an exceptional level of service, and this role offers the opportunity to contribute positively to both the client journey and the continued success of the business.

The Rewards

• Supportive working environment
• Opportunity to broaden your skills and experience
• Joining a motivated and professional team
• Career progression and ongoing development opportunities

The Role – Administrative Assistant

As part of the team, you will provide comprehensive administrative support to both colleagues and clients of the Practice. Duties will include:

• Managing a wide variety of administrative tasks
• Preparing and collating key data for reports and portfolio reviews
• Handling enquiries and correspondence from clients and providers
• Maintaining the client database and diary management for the Partner and Advisers
• Processing new business and liaising with SJP administration teams
• Supporting the smooth day-to-day running of the Practice

Training will be provided where required, alongside scope to develop your knowledge and progress within this exciting and fast-paced environment.

The Person – Administrative Assistant

To be considered for this role, you will ideally have:

• Previous experience within an IFA or financial services administration role
• Knowledge of pensions, investments, and protection products (desirable)
• Excellent organisational skills with strong attention to detail
• IT proficiency and the ability to quickly learn new systems
• Strong written and verbal communication skills
• A professional and client-focused approach

If you are looking to join a growing and supportive Practice where your contribution will be truly valued, we would love to hear from you.