RWA Financial Planning, St. James's Place
Overview
An exciting new opportunity has arisen for an exceptional & experienced Client Manager (Financial services administrator) to join a busy team within RWA Financial Planning who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc (SJP).
This is an exceptional opportunity to join a reputable firm at our prestigious offices in Manchester city centre. We offer a great package including 33 days holiday (+ bank holidays) pension and support for relevant exams. Hybrid working (approximately 40%) is available.
Responsibilities
- You will provide high quality administrative support to Financial Advisers and the Practice Manager including, but not limited to;
- Undertake administrative tasks to support the Financial Advisers & Practice Manager as necessary;
- Corresponding with clients, internal departments and external providers by letter telephone and email;
- Preparing files such as client review and presentation paperwork for client meetings;
- Data entry in to various systems including Salesforce and maintaining accurate data across our systems for our clients;
- Updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
- Handle complex cases and ensure that any business applications are processed in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
Experience & Skills
- Proven record in a previous administration role within the St. James’s Place Partnership
- Exceptional administrative skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work;
- Be able to show initiative;
- Work well on your own and as part of a team;
- Strong organisational skills;
- Excellent communication skills;
- Good time management skills;
- Work with total discretion;
Join our team and embark on a rewarding career in the financial services industry.
Should your application be successful, an offer of employment will be subject to a Financial and Identity check, satisfactory references and proof of eligibility to live and work in the UK.
