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Financial Services

Berkswell

01/07/2024

Type of Position: Wealth Management Executive Team Leader - Berkswell
Pay: £35k - £45k

Wealth Management Executive Team Leader - Berkswell

We are looking to take for a Wealth Management Executive Team Leader to join our clients team based in Berkswell. You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the business. One of your main duties will be to help maintain existing business with current clients, whilst also helping to grow the business and bring new clients on board.

 

Responsibilities:

  • Oversee the administration team and provide regular updates to key stakeholders within the business;
  • Manage any complex queries that arise within the team;
  • Managing case tracking to ensure timely and accurate updates can be provided on all work that the Practice is undertaking;
  • Provide high level technical and administrative support to the Practice if required;
  • Ensure that the team are completing files with all required client identification documentation and necessary application forms, conducting quality checks when necessary;
  • Overseeing the pre-meeting preparation and post meeting follow up, and ensuring Salesforce is kept up to date;
  • Coordinate training for less experienced members of the team;
  • Manage advisor expectations and act as a communication channel for the administration team;
  • Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills;
  • Meeting and greeting clients and visitors to the Practice if required;
  • Running reports and illustrations and collating key data;
  • Liaison with SJP Admin Centres regarding complex queries, providing information required to complete transactions within specific timescales;
  • Overseeing the processing of applications and the letter of authority process;
  • Help clients better understand the full potential of our products;
  • Support clients/advisers by researching and analysing clients’ requirements;
  • Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process;
  • Deal effectively with queries from clients and other parties through effective communication;
  • Prepare client meeting files including any compliance required documentation;
  • Provide client/adviser support in relation to existing client needs;
  • Support the Practice to ensure the end-to-end business process is adhered to;
  • Fully analyse clients’ requirements, develop, where appropriate, cash flow models and accurately record client data;
  • Research and analyse financial products to meet client requirements and objectives;
  • Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports;
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
  • Deal with general client queries and attend client meetings with the Partner if required.

 

Knowledge and experience 

  • Previous management experience and/or Strong operations background at supervisory level;
  • Experience in an office support role in financial services or related sector;
  • Knowledge of relevant regulation and legislation;
  • Is proficient in Microsoft office, Outlook and CRM systems 
  • Previous experience working within a Partner Practice of St. James Place
  • Salesforce knowledge/experience

 

If you are interested in this position then please submit a copy of your CV to josie@artemisrecruitment.co.uk 

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