At a Glance
- Tasks: Provide top-notch support to clients and manage administrative tasks in a fast-paced environment.
- Company: Established and successful financial services firm with a supportive team culture.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Opportunity for training and career progression within the SJP Accreditation framework.
- Why this job: Join a dynamic team and make a real difference in client support and service.
- Qualifications: Experience in financial services and strong IT skills are essential.
The predicted salary is between 35000 - 35000 £ per year.
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 / EIS’s, 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 & Docusign.
- You are a self‑starter and able to work with little or no supervision.
- You will take responsibility for coaching and/or mentoring newer members of the team and be an advocate of change.
- It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.
If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
Senior Client Support Administrator in Leeds employer: Burgh Recruitment
Join a dynamic and supportive team at a leading Partner Practice of St. James's Place Wealth Management in Gravesend, where your contributions as a Senior Administrator will be valued and rewarded. With a highly competitive salary, excellent benefits, and a focus on professional development, this role offers a unique opportunity to grow within a fast-paced environment that prioritises client service excellence and innovative solutions. Experience a collaborative work culture that encourages proactive ideas and fosters career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
