At a Glance
- Tasks: Support clients and colleagues with administrative tasks in a dynamic financial services environment.
- Company: Join a respected financial practice with a focus on high-quality client service.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Enjoy a collaborative office culture with a focus on career development.
- Why this job: Be part of a team that makes a real difference in clients' financial journeys.
- Qualifications: Experience in client support and strong organisational skills are essential.
The predicted salary is between 33000 - 40000 £ per year.
Location: Skipton (BD23)
Salary: £32,000 + Benefits
Hours: Full Time
Working style: In Office
Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St. James's Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice.
As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team.
The Role: Client Support - Financial Services
- You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice.
- You will follow the whole client journey from creating meeting packs for annual reviews to submitting business.
- Managing and collating key data for reports and portfolio reviews.
- Dealing with enquiries and correspondence from clients and providers.
- Managing the database of clients using the CRM system and diary management for the Partner and Advisors.
Private Client Support Administrator - Financial Services 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.
