Wealth Management Administrator
$25,000–$30,000 year
On-siteThe City of Brighton and Hove, England, United Kingdom of Great Britain and Northern Ireland
Job Summary
Provide comprehensive administrative support to financial advisers, processing new business applications through the SJP platform and maintaining accurate client records on Salesforce CRM. Prepare client review packs, correspondence, and valuations while handling enquiries by telephone and email. Liaise with St. James's Place head office and third-party providers, managing and tracking pipeline cases through to completion. Support advisers with meeting preparations and ensure all activity complies with FCA regulations and internal procedures. General office administration includes diary management, filing, and correspondence. Work within a supportive team in Brighton, Monday to Friday, 9:00am – 5:00pm.
Required Qualifications
- Previous experience in a financial services administration role
- Strong understanding of wealth management products and processes
- Excellent organisational skills with a keen eye for detail
- Strong written and verbal communication skills
- Ability to manage a busy workload and prioritise effectively
- Competent IT skills including Microsoft Office (Word, Excel, Outlook)
- Previous experience working within an SJP Partner Practice — highly desirable
- Experience using Salesforce CRM
- Familiarity with investment, pension, and protection products
- Knowledge of FCA compliance requirements in a financial planning context
- Experience with client review processes and annual suitability assessments
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