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Employment » Banking & Finance » Wealth Management Administrator

Wealth Management Administrator

Posted by Support Admin December 16, 2024
  • Salary £23,000 - £28,000 per year
  • Location Moorgate, London, United Kingdom [map]
  • Job Type Full-time

Job Description

Join the Team at ST. JAMES'S PLACE WEALTH MANAGEMENT as a Wealth Management Administrator! 💼



Hey there! We're looking for a friendly and detail-oriented person to join our team in Moorgate, London. You'll be working with one of our top Financial Advisers, helping them provide awesome service to our clients. 🌟



What You'll Be Doing:



  • Preparing for client meetings and following up on actions

  • Using cool systems like Salesforce and Voyant

  • Managing paperwork and keeping everything organized

  • Talking with clients and helping them out



What We're Looking For:



  • Great attention to detail

  • Good with numbers

  • Awesome communication skills

  • Computer savvy (Word, Excel, Outlook)



Don't worry if you're new to financial services - we'll teach you everything you need to know! This is a great opportunity for recent grads or anyone looking to start a career in finance.



Perks of the Job:



  • Salary: £23-28K depending on experience

  • 25 days holiday + bank holidays

  • Pension scheme

  • Full training provided



Sound like fun? Apply now and let's chat! 😊

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