At a Glance
- Tasks: Provide top-notch technical and admin support to clients in wealth management.
- Company: Burgh Recruitment, a leader in financial services with a focus on client satisfaction.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Join a dynamic team and enhance your career in the financial sector.
- Why this job: Be the go-to person for clients and make a real difference in their financial journeys.
- Qualifications: Experience with bespoke software and knowledge of financial products is essential.
The predicted salary is between 54000 - 66000 £ per year.
Burgh Recruitment is seeking a Senior Client Support Administrator for an in-office position in the financial services sector.
You will provide high-level technical and admin support to clients and act as a primary contact for clients and third parties.
Experience with bespoke software for submissions is required, with knowledge of Death Claims, Trusts, Multi-Trust planning, Investment Bonds, VCT/EIS, SIPP/SSAS.
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Senior Client Support Specialist - Wealth Management 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.
