Financial Services Administrator — Client Care & Growth

Burgh Recruitment Ltd (Financial Services); Corsham; Presencial; GBP 26 000 - 34 000; Tempo integral

Resumo da oferta

St. James’s Place Partner Practice in Corsham is seeking a Financial Services Administrator to support advisers and clients with high‑quality admin and service. You will be the go‑to for enquiries, process new business, fund transfers, and keep client records up to date.

The role offers progression within the SJP Accreditation framework and requires excellent IT and communication skills, Salesforce CRM experience, and a professional, discreet approach to client care.

Qualificações

• Experience in Financial Services admin or similar roles.
• Strong IT literacy and communication skills.
• Discretion and proactive approach to client care.

Responsabilidades

• Be the go‑to for clients and third parties, handling general enquiries.
• Provide high level administrative support and maintain customer service standards.
• Submit new business and fund transfers using bespoke software.
• Send out correspondence and request information for pension transfer cases.
• Carry out fund switches and financial calculations for clients.
• Process all business within agreed timescales.
• Manage Salesforce and keep client details up to date.

Conhecimentos

IT skills

Communication skills

Organisational skills

Decision making

Ferramentas

Salesforce CRM

Descrição da oferta de emprego

St. James’s Place Partner Practice in Corsham is seeking a Financial Services Administrator to support advisers and clients with high‑quality admin and service. You will be the go‑to for enquiries, process new business, fund transfers, and keep client records up to date.

The role offers progression within the SJP Accreditation framework and requires excellent IT and communication skills, Salesforce CRM experience, and a professional, discreet approach to client care.