Client Services Administrator - Wealth Management

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Client:

Burgh Recruitment Ltd (Financial Services)

Location:

Durham

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

cd882432a933

Job Views:

3

Posted:

26.03.2025

Expiry Date:

10.05.2025

Job Description:

Role - Client Services Administrator - Wealth Management
Salary - Up to £30,000 (DoE)
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.

You will have the opportunity to develop an interesting and meaningful career path in financial services and wealth management.
The Role: Client Services Administrator - Wealth Management:
The role offers variety and challenge, including but not limited to:

1. You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information.
2. Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
3. Submitting new business and fund transfers using bespoke software.
4. Sending out correspondence and requesting detailed information for Pension Transfer cases.
5. Carrying out fund switches and financial calculations for clients using specific systems and processes.
6. You will need to ensure that business obtained is being processed in a timely way.
7. You will be setting up the clients' annual reviews and be able to produce the review letters.
8. You will be responsible for managing Salesforce and keeping all client details up to date.

The Person: Client Services Administrator - Wealth Management

1. This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
2. You have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop.
3. You have excellent IT and communication skills, are highly organised and can make decisions.
4. Ideally you will have used the Salesforce CRM system.
5. You are a self-starter and able to work with little or no supervision.
6. Most importantly, you are confident in dealing with Clients and third parties with total discretion.
7. You will ideally have previous experience but training in some of these areas can be provided.

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £190.2bn. This business is well established and highly successful.

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.