Financial Services Administrator

Burgh Recruitment Ltd (Financial Services); Derby; On-site; GBP 35,000; Full time

Job summary

A financial services recruitment agency in Derby is seeking a Financial Services Administrator to provide administrative support to clients and advisors. The ideal candidate will have experience in financial services, excellent IT and communication skills, and be proficient with Salesforce. The role offers a salary of up to £35,000 plus bonus and benefits, within a friendly and proactive team.

Qualifications

• Several years of experience in Financial Services.
• Excellent IT and communication skills.
• Self-starter able to work independently.

Responsibilities

• Be the first point of contact for clients and third parties.
• Provide high-level administrative support.
• Manage Salesforce and keep client details updated.

Skills

Administrative support

Communication skills

Organizational skills

Salesforce CRM

Job description

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Burgh Recruitment Ltd (Financial Services)

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Job Views:

6

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

Financial Services Administrator

Location - Derby

Salary - Up to £35,000 + Bonus / Benefits

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 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: Financial Services Administrator

The role offers variety and challenge, including but not limited to:

• You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• Submitting new business and fund transfers using bespoke software
• Sending out correspondence and requesting detailed information for Pension Transfer cases
• Carrying out fund switches and financial calculations for clients using specific systems and processes
• You will need to ensure that business obtained is being processed in a timely way
• You will be setting up the clients' annual reviews and be able to produce the review letters
• You will be responsible for managing Salesforce and keeping all client details up to date
  
  The Person: Financial Services Administrator
• 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.
• You have been working in Financial Services for several years for a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
• You have excellent IT and communication skills, are highly organised and can make decisions
• Ideally you will have used the Salesforce CRM system
• You are a self-starter and able to work with little or no supervision
• Most importantly, you are confident in dealing with Clients and third parties with total discretion
• 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.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.