Client Services Admin – Financial Wealth Management

Burgh Recruitment Ltd; Corsham; On-site; GBP 26,000 - 34,000; Full time

Job summary

St. James’s Place plc, a leading wealth management firm, is seeking a proactive Financial Services Administrator to join the St. James’s Place Partner Practice in Corsham.

You will be the go-to for client and third-party enquiries, provide high-level admin support, and process new business and fund transfers using bespoke software. The role offers progression within the SJP Accreditation framework, requires excellent IT and communication skills, and experience in financial services.

Qualifications

• Several years of experience in Financial Services.
• Experience with client administration and service delivery.
• Strong IT and communication skills with attention to detail.

Responsibilities

• Be the main point of contact for clients and third parties for general enquiries and information requests.
• Provide high quality administrative support to the Practice and advisers.
• Submit new business and fund transfers using bespoke software.
• Send correspondence and request information for Pension Transfer cases.
• Carry out fund switches and financial calculations with appropriate systems and processes.
• Process all business within agreed timescales and keep Salesforce up to date.

Skills

Customer service

Salesforce CRM

Communication skills

Organisational skills

Financial services experience

Tools

Salesforce CRM

Job description

St. James’s Place plc, a leading wealth management firm, is seeking a proactive Financial Services Administrator to join the St. James’s Place Partner Practice in Corsham.

You will be the go-to for client and third-party enquiries, provide high-level admin support, and process new business and fund transfers using bespoke software. The role offers progression within the SJP Accreditation framework, requires excellent IT and communication skills, and experience in financial services.