At a Glance
- Tasks: Provide top-notch support and manage client enquiries in a fast-paced financial environment.
- Company: Established financial services firm with a reputation for excellence.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Training provided, with clear paths for career advancement.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong IT skills are essential.
The predicted salary is between 35000 - 35000 £ per year.
Senior Client Support Administrator – Financial Services
Location
Leeds (LS1)
Salary
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
- Provide a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
- Act as a point of contact for clients and third parties dealing with general enquiries.
- Process business submissions using bespoke software.
- Handle cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT/EIS, SIPP/SSAS, ensuring accuracy and adherence to agreed timescales.
- Ensure business is processed accurately and within agreed timescales.
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 has a ‘can do’ working style.
- Has several years of experience in a Financial Services, Wealth Management, or IFA environment with a strong all‑round knowledge that they wish to expand and develop.
- Excellent IT and communication skills, highly organised, and capable of making decisions.
- Ideally has used CRM Salesforce, i Business & Docusign.
- A self‑starter able to work with little or no supervision.
- Capable of coaching and/or mentoring newer members of the team and advocating change.
- Confident in dealing with third parties and able to work with total discretion.
We'd love to hear from you. You don't need to meet every requirement to apply; enthusiasm and willingness to take the next step in your career matters most.
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Senior Client Support Administrator – Financial Services in Ledston employer: Burgh Recruitment Ltd (Financial Services)
St. James’s Place plc is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Chorley, Lancashire. With competitive salaries, comprehensive benefits, and ample opportunities for professional growth, employees are empowered to excel in their roles while contributing to meaningful financial planning solutions. Join a team that values expertise and supports your career development in a thriving hybrid work environment.
Contact Details:
Burgh Recruitment Ltd (Financial Services) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Support Administrator – Financial Services in Ledston
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Burgh Recruitment Ltd (Financial Services). Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Client Support Administrator – Financial Services in Ledston
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Burgh Recruitment Ltd (Financial Services).
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Burgh Recruitment Ltd (Financial Services)'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Burgh Recruitment Ltd (Financial Services)
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Burgh Recruitment Ltd (Financial Services).
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Burgh Recruitment Ltd (Financial Services) will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Burgh Recruitment Ltd (Financial Services) employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
