Location: Skipton (BD23)
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.
The Role: Client Support - Financial Services
- Wide variety of administrative tasks supporting colleagues and clients of the Practice; managing 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.
- Knowledge of office administration procedures for all core products – Pension, Investments and Protection.
- Ability to complete a standard Carry Forward Calculation.
- Training will be given; scope within this role to progress and develop knowledge within this fast‑paced environment.
The Person: Client Support - Financial Services
- Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment.
- Experience with SJP systems (Salesforce, iBusiness, etc.) would be beneficial.
- Excellent customer service and ability to build rapport and manage client relationships.
- Strong attention to detail; able to problem solve and think on your feet.
- Good time management and planning skills with ability to plan work.
- Passion for learning and positive energy to the office.
- Strong working knowledge of Excel, Word, and other Microsoft Office programs.
- Confident dealing with colleagues, third parties, and able to work with total discretion.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
Private Client Support Administrator in Skipton 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.
