Earnings on positions in ST. JAMES'S PLACE WEALTH MANAGEMENT PLC
Estimated salary
£ 2250
Median salary at ST. JAMES'S PLACE WEALTH MANAGEMENT PLC
£ 2000Lowest salary
£ 2229The average salary
£ 2416Highest salary
ST. JAMES'S PLACE WEALTH MANAGEMENT PLC is looking for employees for positions:
technical administrator
Working hours
full-time
Responsibility
we are now looking to recruit an Administrator with extensive financial planning experience
they will work directly with the business owners/financial advisers and other members of staff
they must work efficiently, accurately and compliantly within a highly professional environment
we are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management
the successful candidate will be the main point of contact for enquiries, will provide technical and analytical support for the office team
provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
writing client annual review letters, fund switch letters & other compliance letters
responding to client enquiries, liaising with third parties
Salary
salary
Requirements
financial Administrative: 1 year
technical administrator
Working hours
full-time
Responsibility
we are now looking to recruit an Administrator with extensive financial planning experience
they will work directly with the business owners/financial advisers and other members of staff
they must work efficiently, accurately and compliantly within a highly professional environment
we are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management
the successful candidate will be the main point of contact for enquiries, will provide technical and analytical support for the office team
provide regular status updates to clients regarding status of transfers, withdrawals amongst other things
writing client annual review letters, fund switch letters & other compliance letters
responding to client enquiries, liaising with third parties
Salary
salary
Requirements
financial Administrative: 1 year
service administrator
Working hours
full-time
Salary
salary
Responsibility
we are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management
write annual review letters, fund switch letters & other compliance letters
mailbox management
manage the back office systems/database ensuring client details are correct and updated
manage Partner/adviser diaries
obtain policy information, documents, factsheets, illustrations through appropriate sources
Requirements
financial Administrative: 1 year
operations administrator
Responsibility
update and maintain data on all relevant systems
assist with month end tasks
support query resolution
recruitment administrator
Requirements
diary Management
human Resources
organisational Skills
outlook
recruitment
business analyst
Requirements
analytics
data
data Analysis
practice manager
Working hours
full-time
Language
english
Salary
salary
Requirements
previous experience within a Financial Planning role
accurate typing
must have a can do attitude
must be flexible and adaptable
exceptional attention to detail is paramount
excellent communication skills
strong organisational skills
ability to use own initiative and Multi task
Responsibility
working with the Partner and other office staff in all aspect of office management
diary management
provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate
sorting & Distributing incoming and outgoing post
processing New Business and chasing through to completion
maintaining accurate computer records
senior accountant
Responsibility
we’re looking for a qualified tax specialist with a focus on owner-managed business structuring & personal taxation
hr advisor
Requirements
employee Relations
employment Law
partnering
diplomacy
talent Management
some occasional travel may be required
Responsibility
carrying out exit interviews, when requested
acting as an escalation point for people issues raised through the People Services Administration team
apprentice administrator
Requirements
apprentice
apprenticeship
communication Skills
organisational Skills
telephone Manner
occasional travel may be required to attend events
ability to maintain confidentiality at all times
organized approach
Language
english
Salary
salary
Responsibility
managing diaries for all meeting rooms and ensuring relevant supplies are ordered and in stock within the location
working closely with Facilities to ensure the continued smooth running of the location on a day-to-day basis
managing the location switchboard
providing hospitality for visitors to the location
providing support to the field managers including diary management
taking minutes in meetings for colleagues, and ensuring these are distributed afterwards
support with delivery of projects
support with location related events and ad-hoc location tasks
Earnings on positions in ST. JAMES'S PLACE WEALTH MANAGEMENT PLC