Senior Client Support Administrator – Financial Services

St. James's Place Wealth Management • Permanent • Leeds, West Yorkshire, England, United Kingdom • £35k / year • 1h ago

Senior Client Support Administrator – Financial Services

Location - Leeds (LS1)

Salary - £35,000 + Benefits

Working Pattern – In Office

An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice.

You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful.

The Role: Senior Client Support Administrator

You will be providing a high level of technical and 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 general enquiries
You will have experience with business submission using bespoke software
You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS’s, SIPP / SSAS.
You will need to ensure that business is processed accurately and within agreed timescales

You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework

The Person: Senior Client Support Administrator

This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

You will have been working in a Financial Services, Wealth Management, or IFA environment for several years and have good all-round knowledge which you are looking to expand and develop
You have excellent IT and communication skills, are highly organised and can make decisions
Ideally, you have used the CRM Salesforce, iBusiness & Docusign
You are a self-starter and able to work with little or no supervision
You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change.
It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.

If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
The application process is straightforward, and we personally review every application received.

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 £240.8bn. This business is well established and highly successful.

This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 households.

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.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

You may also be interested in these jobs

Depot Assistant/Administrator

Nova Talent • Permanent • York, York, England, United Kingdom • 1h ago

Administration

We are seeking an experienced Depot Assistant/Administrator to join a leading supplier and distributor of agricultural products. This is an excellent opportunity for a customer focused and confident individual who takes...

1h ago

Apply

Private Client Support Administrator - Financial Services

St. James's Place Wealth Management • Permanent • Skipton, North Yorkshire, England, United Kingdom • £32k / year • 1h ago

Administration

Private Client Support Administrator - Financial Services Location: Skipton (BD23) Salary: £32,000 + Benefits Hours: Full Time Working style – In Office Are you an enthusiastic experienced Client Support Administrator e...

1h ago

Apply

Customer Service Administrator

Mpeople Recruitment Yorkshire • Permanent • Huddersfield, West Yorkshire, England, United Kingdom • £25.50k - £26.50k / year • 1h ago

Administration

Customer Service & Logistics Admin Huddersfield Circa £25,500 per annum Our client, a market-leading business within the Huddersfield area, is looking to recruit a proactive and organised Customer Services and Logist...

1h ago

Apply

Transport Administrator

Interaction Recruitment • Temporary • Wakefield, West Yorkshire, England, United Kingdom • £13.50 / hour • 1h ago

Administration Immediate Start

Transport Admin Clerk Position: Transport Admin Clerk Pay Rate: £13.50 per hour Contract: Temporary (Up to 6 Weeks) Hours: Monday to Friday, 09:00 – 18:00 We are currently recruiting for a Transport Admin Clerk to join a...

1h ago

Apply

Temporary Fleet Administrator

Hays Business Support • Temporary • Leeds, West Yorkshire, England, United Kingdom • £12.71 / hour • 1h ago

Administration Immediate Start

The Role: We are currently recruiting for a Fleet Administrator to join a busy and friendly team based in Morley on an ongoing temporary basis. This is a varied administration role supporting the day-to-day running of a...

1h ago

Apply

Get more jobs like this

Create a free job alert