WEALTH MANAGEMENT TEAM LEADER - CHOBHAM

Our client is offering an exciting opportunity for an experienced Team Leader to support a well-established and growing Financial Service practice and play a key role in supporting the Advisers in a smooth client servicing process. They will be the first point of contact for clients responsible for client administration generated from client meetings, diary management, liaising with providers, business submission and incoming telephone calls, email, and queries.

We are seeking an individual who has 2-3 years experience with St James Place and wants to develop into a management role overseeing the administration team. The successful candidate will be willing to study and develop, whilst following the inhouse training programme. All training will be supported and paid for by the company.

The Practice represents a FSTE 100 brand and has seen its success grow through the ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The company’s proposition is further enhanced by its distinctive approach to investment management.

Main Duties & Responsibilities

• Overseeing the administration team and supporting the wider business.
• Supporting the advisers with diary management and client communication, assisting with the administration of client meetings including identifying review meetings to be booked.
• Assisting with pre-meeting research and documentation including gathering information from client files, documents and valuations for the Financial Advisers and uploading to on-line client files as required.
• Assisting with any follow up actions from client meetings.
• Responsible for updates and maintenance of the CRM system, filing and other IT systems.
• Responsible for the administration of client information for the Partner/paraplanner, ensuring in all information is gathered in a timely fashion and prepared fully before submitting to paraplanner to write case.
• Responsible for Letter of Authority’s - Delivering letters of authority to our prospects, chasing and compiling the data from providers onto a prospects file and liaising with SJP administration centres and external 3rd parties.
• Support Partner in business submission.
• Managing the client’s financial information and documents including collating information from various sources and updating/creating the Client Financial Review documents.
• Responsible for client facing compliance – completing various forms with client data.
• Preparing presentation documents for Partner & Adviser.
• Completion of various application forms and documentation on the client’s behalf and with their express permission.
• Any other duties as may reasonably be required for both the business and the Partner

Benefits

• Holiday entitlement - 25 days (plus bank holiday and Christmas)
• Company Pension Scheme
• Company Bonus Scheme
• Death in service
• Free parking

If you are interested in this position, please email josie@artemisrecruitment.co.uk or apply below.