Practice Administrator - Wealth Management Location: London / Hybrid Salary: Up to £35,000, dependng on experience Working as part of the team at a Partner Practice of St. James s Place Plc, who provide bespoke financial advice and services to a broad range of clients; individuals, families, and businesses. An excellent opportunity has arisen for a professional and proactive Administrator with financial services or wealth management experience. You will be joining a fast-paced team managing the workload and offering support as required. This business is well established and highly successful. The Role: Practice Administrator - Wealth Management You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with both general and technical enquiries You will be setting up the clients'' annual reviews and producing and collating key data, preparing relevant Illustrations, projections and valuations, including any compliance documentation You will be responsible for managing Salesforce and keeping all client details up to date Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios Tracking the Business Pipeline, providing regular updates to both Clients and Advisers, always ensuring seamless communication The Person: Practice Administrator - Wea