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
- 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, iBusiness & 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.
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
