Salary at YOUR RESOURCING PARTNER

Responsibility

• working as part of the Leadership Team to help drive the business in a positive and professional manner
• communicating across the Leadership Team to ensure all departments work in synergy to increase efficiency
• develop and implement policies and procedures to ensure that the practice operates efficiently and effectively
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• work with our support teams and financial advisors to ensure that they are providing exceptional service to our clients
• monitor key performance indicators and identify areas for improvement
• manage the operations of the practice, including overseeing administrative functions, compliance requirements, and ensuring that all tasks are completed accurately and in a timely manner
• manage and develop the support staff to ensure that they have the necessary skills and resources to perform their roles effectively
• keeping Work in Progress schedule up to date
• managing risk - undertaking risk checks to ensure the highest of standards are consistently met by all
• managing risk – undertaking risk checks to ensure the highest of standards are consistently met by all
• management and monitoring of team targets
• lead weekly team meetings and Practice meetings
• build strong relationships with our clients to ensure that their needs are being met and that they are satisfied with the service provided by the practice
• management of all basic HR issues and team member quarterly reviews
• management and monitoring of workflow and service standards, taking ownership for the Practice overall quality score
• identifying opportunities to improve the service level of the Practice as a whole, suggesting new ideas for improvements
• assisting with ad-hoc projects such as webinars

Requirements

• experienced in working within a similar role, knowledge of financial services highly desirable
• strong knowledge of wealth management products and services
• highly organised with strong attention to detail
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• full Diary Management of financial adviser’s diary
• previous experience working for a Financial Adviser / IFA in an administrative support capacity
• excellent communication and interpersonal skills
• managing the business pipeline ensuring and ensuring new business is issued efficiently in line with existing SLA’s
• excellent interpersonal and communication skills
• ability to work under pressure and to meet tight deadlines
• maintaining contact with administration team as necessary to ensure client policies are issued in a timely manner
• high level of accuracy and attention to detail
• strong leadership and management skills
• FE Analytics
• managing fund switches and withdrawal requests
• pleasant telephone manner
• open to change with a creative approach to problem solving
• preparing meeting packs for appointments including preparing analytical information via use of FE Analytics
• ability to multi-task effectively and prioritise workload
• zoom & Team remote meeting knowledge
• demonstrates a positive attitude at all times
• preparing client review letters and executing any action points as required
• strong organisation and administrative skills
• good typing skills
• issuing Letters of Authority from clients and providers and chasing up outstanding information
• enjoys working in a busy working environment
• advanced computer skills with knowledge of the Microsoft packages
• compiling information for Paraplanner to prepare the case for pre-approval
• experience within St. James’s Place Wealth Management at a Practice Manager level highly desirable , or ready to move to this next step in their career
• ability to maintain confidentiality at all times
• some Financial qualifications preferred but not essential
• able to work under pressure to meet specific time deadlines
• financial services: 1 year
• arranging appointments and sending out appointment confirmations
• flexible, adaptable and enthusiastic attitude to work
• happy, motivated and keen to work within a dynamic and progressive business
• regularly updating internal CRM systems
• smart, professional appearance at all times
• sending valuations to clients
• willingness to participate in training programmes as required
• experience with compliance and regulatory requirements
• sending birthday / Christmas and occasion cards to clients

Earnings for position practice manager

Responsibility

• 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
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• this role is provided on a self-employed basis with guaranteed earnings
• switching of client funds and processing funds
• switching of client funds and processing fund surrenders
• assist with the organisation of client events as required
• pro-active and structured approach to the Financial Adviser’s administration needs, ensuring the smooth running of the back-office support

Requirements

• administrative
• administrative Support
• communication Skills
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• financial Services
• maths
• pension Administration
• wealth Management
• client servicing
• submission of Electronic applications and creating advice sets
• previous Financial Service experience preferred, but not essential as full training will be provided
• preparation of illustrations
• excellent communication skills, face-to-face, via telephone and in writing
• effective communication skills, not afraid to pick up the phone to chase information or provide an answer to a client’s query
• first class organisational skills to deliver against a wide variety of tasks
• deliver, promote and enhance the business’s client facing strategy and one-to-one interactions with its clients
• comfortable building relationships with people from all backgrounds including those of high net worth
• preparing a compliant CFR as required
• effective communication skills verbally, face to face and in writing
• responding to all client requests in a timely manner
• ability to build rapport swiftly with clients in a friendly and professional manner
• using iBusiness and Salesforce
• help clients to better understand the full potential of financial products available to them
• strong interpersonal skills
• confidential, with ability to work with discretion as required
• ability to work flexibly
• act as the point of escalation for complex client queries, liaising with the respective financial planner as appropriate
• high level of accuracy and attention to detail
• monitor and measure client satisfaction
• manages time effectively with the ability to multi-task as required
• coordinate internal projects and determine best use of resources to increase client satisfaction
• main / first point of contact for the office for all clients both face to face, via the company email inbox and in writing
• natural problem solver with the ability to make decisions
• previous experience in a Client Relationship Manager role essential, where you have been responsible for enhancing and providing a high level of client experience
• previous experience in financial planning / wealth management highly desirable, but NOT essential, as full training will be provided on administrative system, processes and procedures
• demonstrates a professional, proactive and positive attitude at all times
• able to work both independently and as part of a team, working towards shared goals
• demonstrates a calm, friendly and professional manner at all times

Earnings for position administrator

Responsibility

• managing the LOA requirements of the Practice from signature right through to checklist stage
• liaising with clients for ID, Letter of authority information and any other policy documentation as required
• following up with external providers by email or telephone, monitoring deadlines for data expected in, chasing the providers as appropriate
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• escalating matters with the providers if information is not sufficient and/or the requests are being excessively delayed
• processing client withdrawal requests
• as the Junior Paraplanner, you will be working closely with the Director, Adviser, PA and Paraplanner to ensure the Practice’s business processing requirements are fulfilled timely and effectively
• use of Salesforce to monitor tasks, note LOA actions and update client status
• preparation of fund switch SL’s, drawdown SLs and report packs for clients
• processing client withdrawal requests and arranging signature of any application forms, using DocuSign where possible
• assist with basic calculations
• updating client CFRs and logging financial data as necessary
• ensure that all business documentation is appropriately filed and/ or archived
• provide the practice leadership with administrative input and support as required
• preparing EBS / advice records on Salesforce for business submission requirements
• assess client financial plan details for both new and replacement business, assisting with chasing other outstanding documentation, internally or from third parties
• ensure that client files are accurately maintained and updated in line with GDPR requirements
• uploading of all supporting documentation and advice set docs, including client ID, ID&V checks and ensuring AML data is complete
• as part of a team, the Business Administrator / Paraplanner will assess client financial plan details for both new and replacement business, assisting with chasing other outstanding documentation, internally or from third parties
• as part of a team, the Paraplanner / Business Administrator will assess client financial plan details for both new and replacement business, assisting with chasing other outstanding documentation, internally or from third parties
• ensuring client notes are updated fully on Salesforce

Requirements

• administrative Support
• computer Literate
• financial Planning
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• financial Services
• wealth Management
• paraplanning
• salesforce Administrator
• previous experience of working within professional or financial services sector
• completed of Diploma Level 4 qualification in paraplanning or financial planning
• have commenced the pathway to Diploma qualification
• commenced Level 4 Diploma in Financial Planning / completed at least 2 of the 6 exams
• SJP experience highly advantageous
• SJP experience preferred but not essential
• excellent attention to detail and strong technical skills
• excellent knowledge of Salesforce
• ability to manage own workload
• good understanding of iBusiness and the business processing end to end guides
• desire and commitment to progress personally within financial services
• willingness to self-develop and enthusiasm to learn other paraplanning based skills
• articulate, numerate and able to maintain the highest degree of integrity and confidentiality
• time efficient and able to work under pressure
• able to work under pressure and meet specific time deadlines
• financial services: 1 year
• strong team player with a can-do attitude towards the daily challenges of a busy practice
• able to use own initiative and problem solve when required
• strong technical / analytical skills
• ability to prioritise own workload effectively
• excellent attention to detail and communication skills
• highly numerate
• the ability to multitask effectively and think ‘outside the box’
• the ability to multitask effectively and think 'outside the box’

Earnings for position paraplanner

Responsibility

• to use initiative and discretion in managing a constantly changing and complex diaries, anticipate and resolve any conflicts without referral
• liaise with clients to ensure meetings run according to plan
• to prepare and check outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail
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• to deliver the highest standard of client care both internally and externally
• provide administrative support; including detailed meeting pack preparation, business submission, client requests, etc
• ability to identify and anticipate areas of potential issue and raise awareness to CEO and Leadership Team
• submit and progress client cases with providers and St. James’s Place Admin Centres
• to organise and host office visits and events, including coordinating the briefing and material
• make travel and accommodation arrangements in line with time management pressures
• maintain accurate records of client correspondences using CRM systems
• formalising meeting notes and typing up ad-hoc letters as required
• reconfirming client meetings
• following initial training, the successful applicant will work closely with the PA and CEO, 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
• entering meeting notes and entering details onto Client Financial review
• meeting and greeting clients on arrival to the office
• liaising with the Admin Centres and other SJP support departments, as required
• liaising with third party providers to obtain information on client’s policies as required
• managing all stationery and general office supplies

Requirements

• administrative Support
• client Services
• communication Skills
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• computer Literate
• diary Management
• wealth Management
• organisational Skills
• knowledge and experience of Salesforce would be advantageous
• high level of attention to detail demonstrated in both literacy and numeracy
• ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries
• able to multi-task and work to deadlines, ensuring quality is never compromised
• excellent writing skills with acute attention to detail around formatting and spelling
• proficient in Mail merge
• accurate typing skills
• previous experience in a similar PA / Wealth Management support role highly desirable
• the ability to use initiative and problem solve
• demonstrate excellent communication skills, particularly paying attention to detail - both internally and externally
• computer literate, technically savvy
• approach work positively with a can-do attitude and takes responsibility for tasks
• ensure confidentiality is maintained at all times
• strong organisation skills with a proactive attitude
• experience of managing social media sites, website, google etc desirable
• time efficient with a methodical approach to prioritising and/or delegating tasks
• display professional appearance to maintain our company brand
• A willingness to work as a team member and willingly provide support to the wider team when required
• the ability to multitask effectively, juggle deadlines and work well under pressure
• committed to personal development
• ability to prioritise own workload effectively and be self-motivated
• able to use own initiative, work independently and possess a 'can do’ attitude
• advanced computer skills with knowledge of the Microsoft packages
• background in Financial Services / Wealth Management / Legal environment ideally or have worked in a corporate / fast paced office environment
• able to work under pressure to meet specific time deadlines
• discretion, confidentiality and empathy towards staff when dealing with sensitive or personal matters
• happy, motivated and keen to work within a dynamic and progressive business

Earnings for position personal assistant

Responsibility

• provide inbox management support to financial planners, managing emails, delegating actions, activities, deadlines and reminders
• assist with the organisation of client events as required

Requirements

• client servicing
• deliver, promote and enhance the business’s client facing strategy and one-to-one interactions with its clients
• excellent communication skills, face-to-face, via telephone and in writing
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• responding to all client requests in a timely manner
• comfortable building relationships with people from all backgrounds including those of high net worth
• help clients to better understand the full potential of financial products available to them
• ability to build rapport swiftly with clients in a friendly and professional manner
• act as the point of escalation for complex client queries, liaising with the respective financial planner as appropriate
• confidential, with ability to work with discretion as required
• monitor and measure client satisifaction
• high level of accuracy and attention to detail
• coordinate internal projects and determine best use of resources to increase client satisfaction
• manages time effectively with the ability to multi-task as required
• main / first point of contact for the office for all clients both face to face, via the company email inbox and in writing
• natural problem solver with the ability to make decisions
• previous experience in a Client Relationship Manager role essential, where you have been responsible for enhancing and providing a high level of client experience
• client relationship management: 1 year
• customer service: 1 year
• previous experience in financial planning / wealth management highly desirable, but NOT essential, as full training will be provided on administrative system, processes and procedures
• demonstrates a professional, proactive and positive attitude at all times
• able to work both independently and as part of a team, working towards shared goals
• demonstrates a calm, friendly and professional manner at all times

Earnings for position client manager