Senior Administrator
Location: Alderley Edge, Cheshire (SK9)
Salary: £35,000 with excellent benefits and bonus
We are an SJP Senior Partner Practice in Alderley Edge looking to appoint an experienced Senior Administrator to join our business.
An excellent opportunity has arisen for a professional Senior Administrator to work in a St. James's Place Senior Partner Practice.
The role of the Senior Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration.
As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment. Mentorship will be provided to help you achieve your professional goals.
The Role: Senior 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 be responsible for business submission using bespoke software
You will need to ensure that business is processed accurately and within agreed timescales
Training in some of these areas can be provided if you are looking to develop new skills or further your existing skills, and you will have the opportunity to progress within the SJP Accreditation framework
The Person: Senior 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 Financial Services 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
You are a self-starter and able to work with little or no supervision
It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion
A relevan...
Senior Administrator in Alderley Edge employer: Burgh Recruitment
St. James’s Place plc is an exceptional employer, offering a dynamic work environment where high-quality financial planning meets outstanding client service. With a strong focus on employee development and a culture that values collaboration and innovation, you will have ample opportunities for professional growth while contributing to a meaningful client journey in the heart of the financial sector.