Wealth Management Administrator

We have an excellent opportunity to join an established St. James''s Place Wealth Management practice as a Wealth Management Administrator. This role will be part of the Partner Support Staff (referred to as PSS) administrative team and will support between one / two advisers. The role will be based in office in Moorgate, London. Role OverviewThis is an entry level role, highly suited to a graduate or someone with experience in the field looking for their next step in their career. Exceptional A Level candidates will also be considered. The role itself will require you to operationally support one / two financial advisers within a team, assisting with business processing, meeting pack preparation, writing of suitability reports (using online tools - training provided), client servicing, booking in review meetings and general support administration. As the role involves working within the field of wealth management / financial advice, it is really important for the individual to have a grade 5 or above Maths and English as attention to detail and accuracy is really important in the role. Whilst not essential financial based degrees such as economics / accounting / finance are particularly of interest.The company will provide full training and development to provide a strong foundation in wealth management administration.Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, ..... full job details .....