Job Description

The opportunity

An exciting new opportunity has arisen for a Paraplanning administrator to join a busy team within White House Capital Management Ltd who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc.

St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James's Place Wealth Management has funds under management in excess of [113bn].??

Theoffices are located near Littlehampton, free parking is provided directly in front of the office. This is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression.

The role

As part of a growing Paraplanning team, you will be providing vital paraplanning support to the a team of wealth Advisers. Your main role will be gathering & tracking information requests with external providers on behalf of our prospecitive and current clients.

The person

You will be articulate, organised and have experience of administration. You must be able to show initiative, have excellent phone manner and be a strong communicator. As you will have contact with clients and providers, it is essential that you are professional and confident in dealing with third parties, have excellent communication skills and can work with total discretion.

Job Summary

We are seeking a meticulous administrator to join our financial services team. The ideal candidate will provide essential support to our financial advisors in delivering high-quality service to our clients by gathering the information we have requested.

Responsibilities

- Assist in preparing letters of authority
- Liaise with third parties to gather necessary information for financial plans
- Maintain accurate records and documentation
- Potentially assist with other administrative tasks related to client accounts

Skills

- Proficient in Word
- Strong administrative and organisational skills
- Familiarity with financial services terminology and concepts deseriable but not necessary

Hours

The job ideally will be set over 3 days 4 hours per day Monday, Wednesday & Friday but we can be flexible in how the 4 hours are structured providing they are between 9&5pm.

We endeavour to contact all candidates before or soon after the closing date however, owing to high volumes of applications, we may not be able to contact all candidates. If you do not hear from us, please assume your application has been unsuccessful on this occasion.

All information you send to us will be kept in line with current data protection requirements. White House Capital Management Ltd is committed to equality and values diversity in our team. We welcome and encourage applications from people of all backgrounds.

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.

We reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate. We look forward to receiving your application.

Job Type: Part-time

Pay: 12.50 per hour

Expected hours: 12 per week

Work Location: In person