Wealth manager Work, Jobs in Merry Hill, Wmd (with Salaries)

Senior Administrator
JPA Financial Planning —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
- Flexible schedule
Quick apply
2d
Senior Administrator
JPA Financial Planning Limited —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Free parking
Quick apply
2d
Key Account Manager
IQVIA —Wolverhampton
- Sales
- No degree
- Negotiation
- Annual leave
- Employee discount
UX/UI Designer
Halfords —Redditch
- £40,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Agile
- Annual leave
- Employee discount
Place Development and Funding Officer
Powered by CAN —West Bromwich
- £28,288 a year
- Part-time
- CRM software
- In-person
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
10d
Digital Video and Photography Editor
Halfords —Redditch
- Up to £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Annual leave
- Employee discount
Internal Audit, Asset & Wealth Management Technology Audit, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Java
- Master's degree
- Employee assistance programme
Integration Team Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Excel
- Management
- Analysis skills
- Employee discount
Audit Quality - Corporate Reporting Advisory Senior Manager
BDO —Birmingham
- Full-time
- Accounting
- Communication skills
Head of New Business
BDO —Birmingham
- Full-time
- Sales
- SQL
- Contracts
Business Assurance Manager
Legal & General Investment Management —Solihull
- Financial services
- Communication skills
- Employee discount
13d
Social Content Creator
Halfords —Redditch
- Up to £33,000 a year
- Full-time
- Hybrid work
- Driving
- Annual leave
- Employee discount
Business Systems Advisor I NEC - Maternity Cover
Levy —Birmingham
- £30,000 a year
- Weekend availability
- Customer service
- Computer literacy
- Microsoft Office
People Operations Lead
Serco Group —Solihull
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Customer service
- Continuous improvement
- Case management
- Annual leave
- Employee assistance programme
Digital Asset Executive
Halfords —Redditch
- Up to £29,500 a year
- Full-time
- Hybrid work
- Organisational skills
- Annual leave
- Employee discount
Videographer / Photographer
Halfords —Redditch
- £26,000 a year
- Full-time
- Hybrid work
- Annual leave
- Employee discount
Reddit Community Manager
Halfords —Redditch
- Up to £40,000 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Employee discount
Transformation Project Manager- 8 Month FTC
Halfords —Redditch
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Project management
- Continuous improvement
- Communication skills
- Annual leave
- Employee discount
2d
Director Investment Management
Evelyn Partners —Birmingham
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Quick apply
Group Risk Manager
Halfords —Redditch
- £75,000 - £80,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Programmable logic controllers
- Annual leave
- Employee discount

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Senior Administrator

JPA Financial Planning
Wolverhampton

Quick apply

Job details

Permanent | Full-time
£25,500 - £32,500 a year
2 days ago

Benefits

Free parking
Financial planning services
Company pension
Company events
Flexible schedule
Life insurance
On-site parking

Qualifications

Financial planning
Management
Maintenance
Microsoft Office
Administrative experience
Analysis skills
JPA
Financial services
Communication skills

Full job description

Job Summary

We are seeking a highly organised and detail-oriented Senior Administrator to join our financial services team. The successful candidate will play a pivotal role in managing client portfolios and supporting financial planning activities. This position offers an excellent opportunity for individuals with strong analysis skills, exceptional communication abilities, and a background in administrative functions within the financial sector. The Senior Administrator will be responsible for ensuring smooth operations, maintaining high standards of client service, and contributing to the overall efficiency of our wealth management services but also having the ability to be involved with change and improving current processes.

As a Senior Administrator for JPA Financial Planning you will provide essential technical and administrative support within the Partner Practice, ensuring the smooth processing of all Client servicing and Wealth tasks and a high-quality client service experience.

We currently have 2 offices, one in the Cotswolds and the other being in Wolverhampton.

Core Responsibilities

Client Servicing: Managing the end-to-end client review process, including preparing documentation, annual review letters, including Drawdown letters, and presentation packs.
Call Handling – This includes receiving calls from clients and dealing with enquiries to making outbound calls to book clients in for their financial annual reviews.
Case Management: Liaising with SJP Head Office, Senior Team members and third-party providers to gather information to either close queries or chase information. Ensuring deadlines are met and communications is clear and concise
Task Management - using our CRM system and Salesforce to manage workload and ensure tasks are completed in a timely manner. Use reports for outstanding reviews to prioritise any that are overdue and aim to schedule Clients in for their annual review within the quarter they are due in.
Liaising with Key Stakeholders – ensuring communication is clear across all of key stakeholders, i.e. speaking to our Admin Centre to ensure processes are followed correctly and more importantly keeping the advisers up to date on cases and client queries.
Data Maintenance: Ensuring all client records are accurate and compliant using the Salesforce CRM platform.
General Servicing tasks: Including the deceased client process and vulnerable clients, Birthday cards and ensuring clients details are kept up to date.
Immediate needs Annuity - aiding the smooth processing of application forms, chasing providers and collating data.
Financial Tasks: Executing fund switches, processing client withdrawals and completing the letters
Complex Servicing Queries: Producing Deeds of Assignment and handling queries on issues relating to bonds and documents. Trust Paperwork completion
Drawdown tasks: producing and ensuring all documentation for clients taking crystalized funds are documented correctly
Income Drawdown Tasks: Review letters with income, Adhoc RA withdrawal letters from a crystalised pot, RA Crystalisation process on MyPractice, changes to income requests, Bond withdrawal process, unit Trust Withdrawal process, changes to Income Requests
Compliance: Adhering strictly to FCA regulatory requirements and internal SJP standards for all correspondence and file maintenance.

Required Skills & Qualifications

Experience: Typically requires at least 2 years of experience in a regulated financial services environment, with a strong preference for candidates familiar with SJP systems.
Ideally with St James’s Place Wealth Management Experience
Technical Proficiency: Proficiency in Microsoft Office and CRM systems like Salesforce is desirable.
Soft Skills: Exceptional attention to detail, strong verbal/written communication for client interaction, and the ability to work independently or as part of a remote team.

Career Progression

Within JPA we offer structured development through the SJP Accreditation framework, with paths leading to roles such as Paraplanner, Operations Manager, or even a Financial Adviser through the SJP Academy and in house support. There are also options to get involved with Social Media and Marketing content and arranging company events.

- 25 days holiday per year (plus additional time off at Christmas)

- Flexible working hours

Pay: £25,500.00-£32,500.00 per year

Benefits:

Company pension
Financial planning services
Free parking
Life insurance
On-site parking

Work Location: In person

Quick apply

Refine Your Search

wealth manager jobs in merry hill, wmd

Senior Administrator

Senior Administrator

Key Account Manager

UX/UI Designer

Place Development and Funding Officer

Digital Video and Photography Editor

Internal Audit, Asset & Wealth Management Technology Audit, Associate, Birmingham

Integration Team Manager

Audit Quality - Corporate Reporting Advisory Senior Manager

Head of New Business

Business Assurance Manager

Social Content Creator

Business Systems Advisor I NEC - Maternity Cover

People Operations Lead

Digital Asset Executive

Videographer / Photographer

Reddit Community Manager

Transformation Project Manager- 8 Month FTC

Director Investment Management

Group Risk Manager

I want to receive the latest job alerts for wealth manager in merry hill, wmd

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