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Job Location | Snetterton |
Education | Not Mentioned |
Salary | £21,000 - £28,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time or part-time |
We are recruiting for a Wealth Management Administrator for a well-established partner practice of St. James’s Place Wealth Management based in Snetterton, Norwich (NR16 2).Role overviewThe role of Wealth Management Administrator is to provide a high level of administrative and client servicing support with our company’s clients, assisting them with the onboarding process, and ensuring they have a key point of contact enhancingtheir overall relationship and experience with the company. They will also support a small team of Financial Planners with administration responsibilities relating to the clients to ensure the client relationship is optimised at all times.The company offers clients trusted advice on Investments, Pensions, IHT Planning, Mortgages and Protection.The role will involve a combination of client servicing and administrative support tasks to ensure all clients received a first-class client servicing experience. Please note whilst previous experience in wealth management, financial services or bankingis desirable, it is NOT essential as full training shall be provided on all areas of administrative support.Long term there is the opportunity work towards becoming the Practice Manager within the business should this be in line with the successful candidates career goals.Please note this role is office based and the due to the location, own transport is essential.Role requirementsClient servicing