Wealth and Mortgage Administrator

Wealth Management & Mortgage Administrator Location: Knightsbridge, London - In office

Permanent, Part-time position / 3-4 days per week, potential for full time for the right candidateHours: 09:00 - 17:30 although this can be slightly flexible

Salary: £26,000 - £32,000 (pro-rata, depending on number of days)Job specification:Partner Support Staff (PSS) covering all aspects including PA, administration and business processing, working as part of the team at an Appointed Representative of St. James’s Place.

Job Description/Responsibilities Provide full administrative support to the Partner including:

• • Processing of applications to SJP and various external financial providers
  • Administering new business cases from application through to completion using electronic and online systems
  • Collation of data
  • Creating illustrations
  • Updating CFR and client records via Salesforce
  • Preparing suitability lettersHelp maintain the diary
  • Provide information, guidance and updates to clients and lenders
  • Responsible for building strong working relationships with clients and lenders, for maintaining the client database and ensuring information is regularly checked and updated
  • Setting up annual reviews and producing review letters
  • General office administration duties

Person Attributes

• • Previous knowledge and experience of SJP systems and processes preferable
  • Previous mortgage administration experience preferable
  • Strong communication and IT skills
  • Good attention to detail
  • Organised and pro-active

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £188.6bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

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