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Job Location | City of London |
Education | Not Mentioned |
Salary | £28,000 - £40,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
SENIOR WEALTH MANAGEMENT ADMINISTRATOR / PRACTICE MANAGER - Lombard Street, London (EC3V 9BQ)Role overviewWe are recruiting for a full time Wealth Senior Wealth Management Administrator / Practice Manager to support a small team within a successful practice of St. James’s Place Wealth Management, based in the Lombard Street offices.The role will be an integral part of the team, supporting the Partners (Financial Advisers) at an operational level with a mix of client servicing, business processing and general administration.It would be particularly suited to an individual seeking a long-term senior administrative / Practice Manager career. The successful candidate will ideally have previous experience of working either in a support role for financial adviser as an administratoror practice manager within an IFA or an SJP practice. Previous experience of Salesforce / FE Analytics is highly advantageous.The role is full time and based in the Lombard Street central office initially, with the option of hybrid working after fully trained in the role (work from home one / two days a week in the future).Role contentPA / Administration / Team communication