Financial Services Administrator

TN United Kingdom; Stourbridge; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a proactive Financial Services Administrator to join their dynamic team. This role offers a unique opportunity to provide exceptional administrative support while engaging with clients and ensuring seamless communication. The successful candidate will thrive in a fast-paced environment, managing client interactions and maintaining critical data using Salesforce. If you are a confident, numerate individual with a passion for financial services and a knack for building relationships, this is the perfect chance to advance your career in a reputable firm known for its commitment to excellence.

Qualifications

• Proven experience in Financial Services with a focus on client relations.
• Strong IT skills and ability to work independently.

Responsibilities

• Provide high-level administrative support and customer service.
• Manage Salesforce and keep client details updated.
• Track business pipeline and communicate with clients.

Skills

Financial Services Experience

Customer Service Skills

Communication Skills

Organizational Skills

Numeracy Skills

Initiative

Education

Experience in Financial Services

Tools

Salesforce

Job description

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Client:

Burgh Recruitment Ltd (Financial Services)

Location:

Stourbridge, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

30246e7e5f4f

Job Views:

3

Posted:

30.03.2025

Expiry Date:

14.05.2025

Job Description:

Financial Services Administrator

Location: Stourbridge, DY9
Hours: Full Time and Hybrid working available

Working as part of the team at a Senior Partner Practice of St. James’s Place Plc, who provide bespoke financial advice and services to a broad range of clients; individuals, families, and businesses. An excellent opportunity has arisen for a professional and proactive Administrator with financial services or wealth management experience.

You will be joining a fast-paced team managing the workload and offering support as required. This business is well established and highly successful.

The Role: Financial Services Administrator

• You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice.
• You will be a point of contact for clients and third parties dealing with both general and technical enquiries.
• You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections and valuations, including any compliance documentation.
• You will be responsible for managing Salesforce and keeping all client details up to date.
• Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contribution portfolios.
• Tracking the Business Pipeline, providing regular updates to both Clients and Advisers, always ensuring seamless communication.

The Person: Financial Services Administrator

This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a ‘can do’ working style.

• You will have been working in Financial Services, ideally with a St. James's Place Practice or an IFA for several years and have good all-round knowledge which you are looking to expand and develop.
• You will enjoy liaising with Clients and colleagues and have a natural flair for building rapport and effective working relationships.
• You will have excellent IT and communication skills, are highly organised and can make decisions.
• Ideally, you have used the CRM Salesforce.
• You are a self-starter and able to work with little or no supervision.
• It is essential that you are confident in dealing with third parties and can work with total discretion.

St. James’s Place plc (SJP) is a leading, 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.

Note: 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.