Job Description

We are recruiting for a Wealth Management Administrator to join a well-established financial services company based in Derbyshire. This is a fantastic opportunity to join a company that truly invest in their staff with one of the best 5-year personal development programmes in place.

You will be joining an award-winning organization who are the winners of the "Derbyshire Awards 2020" the business is doing very well and had the best financial year and was 39% up from 2019. They have a unique company culture with an excellent bonus scheme and incentives to for your hard work and achievements:

Duties for the Wealth Management Administrator:

• Diary management for one or more of our Advisers/Wealth Managers.
• Managing a constantly changing and complex diaries, anticipate and resolve any conflicts without referral
• Liaising with clients to ensure meetings run according to plan
• Preparing and checking outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail.
• Delivering the highest standard of client care both internally and externally
• Providing administrative support to the Advisers; including detailed meeting pack preparation, business submission, client requests, etc.
• Submitting and progressing client cases with providers and St. James’s Place Admin Centre’s
• Organizing and host office visits and events, including coordinating the briefing and material
• Travel and accommodation arrangements in line with time management pressures
• Maintaining accurate records of client correspondences using CRM systems
• Accurately update internal database systems

The Package:

• £20,000 -£25,000 plus OTE £30,000+
• Mon – Fri – office hours
• Remote working option available but will be expected to occasionally go in the office (must be no more than 40 mints drive from the office)
• Lots of incentives and company interactive zooms I.e. - quizzes and cooking with a Michelin star chef
• 5% Pension
• Rising holiday entitlement starting at 20 days + 8 bank holidays
• Death in service

Required Knowledge, Skills, and Abilities

12 months Wealth Management experience. Experience of SJP. You must be ambitious, driven and dynamic. Committed to sitting exams to progress your career. Experience: Wealth Management: 1 year (Preferred)