Financial Services Administrator

Burgh Recruitment Ltd (Financial Services); Wakefield; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency is looking for a Financial Services Administrator to join a respected team in Wakefield. The ideal candidate will provide vital administrative support, manage client interactions, and prepare documentation using Salesforce CRM. Previous office experience, particularly in financial services, and proficiency in Microsoft Office are essential. This role offers competitive pay, bonuses, and opportunities for professional growth in a dynamic environment.

Benefits

Competitive salary

Quarterly bonus

Excellent benefits package

Qualifications

• Prior experience as an Administrator in a financial services or related office support role.
• Ability to manage client relationships effectively.
• Strong familiarity with Excel and Microsoft Office programs.

Responsibilities

• Support team members and clients with administrative tasks.
• Manage data for reports and portfolio reviews.
• Prepare for meetings and follow up with clients post-meeting.
• Process applications and manage information accurately.

Skills

Customer service skills

Attention to detail

Problem-solving

Time management

Microsoft Office proficiency

Tools

Salesforce CRM

Excel

Word

Job description

Overview

Financial Services Administrator

Location: Wakefield

Salary: Highly competitive + quarterly bonus + excellent benefit package

Hours - 9am - 5pm Monday to Friday, in office.

Are you an enthusiastic Administrator eager for your next role? Could you fulfil a vital support function within a busy office?

You will be working as part of the team at a highly respected Senior Partner Practice of St. James’s Place Plc. The company specialise in providing bespoke financial advice and services to Professionals, Private Clients, Business Owners, and Retirees. The company strive to create a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients. There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

Key Duties and Responsibilities:

• Deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice
• Manage and collate key data for reports and portfolio reviews
• Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
• Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM
• Process applications accurately and record the required management information
• Provide regular updates to Financial Adviser about case progression
• Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales

To be suitable for this role you will need:

• A positive and professional attitude
• Proven work experience as an Administrator within an office support role, ideally in Financial Services or related sectors
• Excellent customer service skills and the ability to build rapport and manage client relationships
• Strong attention to detail and be able to problem solve and think on your feet
• Good time management and planning skills
• Strong working knowledge of Excel, Word, and other Microsoft Office Programs
• It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion.

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 £198.5bn. 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.