Burgh Recruitment
Wealth Administrator
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Wealth Administrator – Exeter (EX2)
Full-time, Permanent | Up to £33,000 (DoE)
We are an established Senior Partner Practice of St. James’s Place, based in Exeter.
Together, we work with individuals, families and business owners to provide high-quality financial planning and wealth management advice.
The firm is currently entering an important phase of growth and development, with a clear focus on:
- Excellent client outcomes
- Professional standards
- Operational discipline
- Long-term career development
This is an unrivalled opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice.
About the Role
As Wealth Administrator, you’ll play a key operational role within our high-quality wealth management practice. Acting as a core support partner to our financial planners, your responsibilities will include:
- Delivering an excellent client experience through accurate administration
- Strong organisation and responsive communication
- Reliable process management, ensuring client reviews, follow-ups and workflows are executed efficiently
This role is the engine room of the firm’s client service proposition, driving organisational success and operational excellence.
Key Responsibilities
The ideal candidate will take ownership of the following tasks:
- Own and manage client servicing tasks for our entire client bank
- Support client review cycles and recurring servicing tasks, ensuring they meet deadlines
- Maintain accurate client records, workflows and management information to the firm’s high standards
- Collaborate closely with wealth planners and paraplanners, supporting case preparation and client communication
- Handle client enquiries professionally, warmly, and efficiently to ensure a seamless experience
- Assist with compliance and operational processes, ensuring complete adherence to the firm’s standards
- Identify process inefficiencies and suggest practical improvements
- Escalate appropriately when requiring judgement, authority or technical input
- Foster a progressive, client-focused, and supportive team culture
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What We Are Looking For
We are seeking someone who is organised, reliable and professional, comfortable thriving in a detailed, process-driven environment.
You’ll need confidence managing multiple tasks, maintaining precise records, and communicating effectively with clients and colleagues. While relevant experience in financial services administration, wealth management, or a St James’s Place Partner Practice is helpful, the most critical traits are:
- Accuracy and meticulousness
- Strong ownership of tasks
- Professionalism and a willingness to learn
The ideal candidate will bring:
- Strong administration and organisational skills, with the ability to juggle priorities effectively
- Exceptional attention to detail
- A warm yet professional communication style, suitable for both written (email) and verbal (telephone) interactions
- Strong interpersonal skills to manage tasks, deadlines and follow-ups reliably
- A proactive approach to problem-solving and continuous process improvement
- Familiarity and comfort working with CRM systems, such as Salesforce, and workflow tools
- A collaborative mindset, with a desire to support colleagues
- An interest in developing a career within wealth management
What Success Looks Like
In this role, success is defined by:
- Clients feeling well-supported every step of the way
- Wealth planners being freed to focus on advice and client relationships
- Operational processes running on time and to a high standard
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You’ll be expected to:
- Manage work proactively, maintaining up-to-date tasks and records
- Communicate promptly with all stakeholders
- Take clear ownership of responsibilities assigned to you
- Pride yourself on accuracy, ensuring that work is done properly the first time
- Contribute to a professional environment that elevates client-focused service
Development & Progression
We are committed to supporting the growth of our people, offering a wealth of opportunities, including:
- Building deep operational expertise across:
- Wealth management administration
- Client service
- Compliance processes
- Planning workflows
For the right candidate, there is:
- Future progression toward Senior Wealth Administrator
- An opportunity to pursue professional qualifications and further career advancement
About St. James’s Place
St. James’s Place plc, discussed as SJP, is a leading, highly regarded FTSE 100 Wealth Management company described for its exceptional reputation. We distribute a wide range of investment and retirement products, offering tailored financial solutions to a High Net Worth client base.
To date, we manage over £216.94 billion in assets under management. Committed to excellence, our business is known for its proven success and comprehensive service.
Important Note:
If you are successful in your application, we will carry out a standard Financial and Identity Check. Applicants will find the process conducted through Burgh Recruitment, their designated hiring partner.
To apply, visit the application site of Burgh Recruitment, ensure you have ticked the Privacy Policy box, and click "apply to this job"—based at the bottom of the application form. After completion, you’ll receive a confirmation email from Burgh Recuitment.
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