At a Glance
- Tasks: Provide top-notch support to clients and manage enquiries in a fast-paced environment.
- Company: Established financial services firm with a reputation for excellence.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Training provided with clear pathways for career advancement.
- Why this job: Join a dynamic team and make a real difference in client support.
- Qualifications: Experience in financial services and strong customer service skills.
The predicted salary is between 35000 - 35000 £ per year.
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:
- 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 / EISs, 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:
Senior Client Support Administrator
Senior 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.
