Client-Centric Financial Services Administrator

Burgh Recruitment Ltd; Corsham; On-site; GBP 22,000 - 28,000; Full time

Job summary

St. James’s Place Partner Practice is seeking a Financial Services Administrator to join our in-office team. You will handle client enquiries, provide strong administrative support, and assist with fund transfers and pension-related tasks.

The role offers variety and a proactive environment where you can develop within the SJP Accreditation framework, building knowledge for a meaningful career path in wealth management.

Qualifications

• Several years of experience in Financial Services.
• Excellent IT and communication skills.
• Highly organised and able to make decisions.
• Experience with Salesforce CRM would be a plus.
• Self-starter and able to work with little supervision.
• Discretion when dealing with clients and third parties.

Responsibilities

• Act as the go-to contact for clients and third parties for enquiries.
• Provide high level administrative support with exceptional customer service.
• Submit new business and fund transfers using bespoke software.
• Send out correspondence and request information for Pension Transfer cases.
• Carry out fund switches and financial calculations using specified systems.
• Process all business within agreed timescales.
• Manage Salesforce and keep client details up to date.

Skills

Communication

Organisation

Initiative

Client handling

Education

Experience in Financial Services

Tools

Salesforce CRM

Job description

St. James’s Place Partner Practice is seeking a Financial Services Administrator to join our in-office team. You will handle client enquiries, provide strong administrative support, and assist with fund transfers and pension-related tasks.

The role offers variety and a proactive environment where you can develop within the SJP Accreditation framework, building knowledge for a meaningful career path in wealth management.