At a Glance
- Tasks: Provide top-notch support to clients and manage enquiries in a fast-paced environment.
- Company: Established financial services firm with a reputation for excellence.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Training available and potential for career advancement within the company.
- Why this job: Join a dynamic team and make a real difference in client support.
- Qualifications: Experience in financial services and strong IT skills required.
The predicted salary is between 35000 - 35000 £ per year.
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:
- 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 / EISs, 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:
- 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.
Senior Client Support Administrator Financial Services 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.
