At a Glance
- Tasks: Provide top-notch admin support and enhance client experiences in a dynamic team.
- Company: Join a successful Partner Practice of St. James's Place Wealth Management.
- Benefits: Highly competitive salary, excellent benefits, hybrid working, and bonuses.
- Other info: Great opportunity for career growth in a supportive team.
- Why this job: Be part of a fast-paced environment where your contributions truly matter.
- Qualifications: Experience in administration and a passion for customer service.
The predicted salary is between 29700 - 36300 £ per year.
Location: Wetherby, West Yorkshire (LS23)
Salary: Highly Competitive with excellent benefits and bonus
Hours: Full time, Hybrid working
An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James's Place Wealth Management plc. You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required.
The Role:
- Providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice.
- Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required.
- Contribute to the provision of an exceptional client experience.
- Support colleagues across the team to meet operational needs.
- Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc.
- Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date.
- Preparing cases for Paraplanners, ensuring collation of all required documentation.
Senior Administrator - Partner Support Specialist in London employer: Burgh Recruitment Limited
Join a highly respected Appointed Representative of St. James's Place Plc in Colchester, where you will thrive in a collaborative and innovative work environment. With opportunities for professional growth and skill enhancement, this role as an Administrator in Financial Services offers the chance to be part of a motivated team dedicated to delivering exceptional service to clients. Enjoy a supportive culture that values your contributions and fosters career development within a successful and established practice.
