Wealth Management Administrator (A Level school leaver)

Have you just finished (or due to finish) your A’ Levels and wondering how to get a leap into the world of financial services / Wealth Management? We may have the answer just for you!

We have an excellent opportunity to join an established St. James’s Place Wealth Management practice as a Junior Administrator. This role will be supporting a financial adviser based in the Moorgate, London office with daily operational administration and client servicing support.

Role Overview

This is an entry level Junior role, highly suited to an A’ Level school leaver, looking to develop their administration and client servicing experience supporting a financial adviser.

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.

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.

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 packages.
• 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
• 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.
• A’ Levels completed (or due to be completed in June 2024).
• Able to travel to and work from our office in Moorgate

Additional information

• Salary: £23K starting salary increasing to £24k after 6 months in the role
• Role type: Employed role
• Location: Moorgate, London, EC2V 5DE (office based)
• Hours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.30am - 5.00pm daily
• Training: Full training shall be provided
• Holiday: 25 days plus bank holiday (paid holiday entitlement)
• Start date: July / early August 2024

Sound Interesting? Feel free to apply online or contact me directly.