Financial Services Senior Administrator – Poole

Burgh Recruitment Ltd (Financial Services); Poole; On-site; GBP 30,000 - 40,000; Full time

Job summary

St. James’s Place plc (SJP) is a leading FTSE 100 wealth management group. This Senior Administrator role is based in Poole, working in-office to support the Partner and clients with high-level administrative duties.

You will provide professional client service, manage enquiries, and process submissions using bespoke software, ensuring accuracy and timely delivery. An opportunity to develop within the SJP Accreditation framework and advance in a fast-paced team.

Qualifications

• Several years' experience in Financial Services or similar advisory environment.
• Excellent IT and communication skills, highly organised and able to make decisions.
• Experience using CRM systems, ideally Salesforce.
• Self-starter with ability to work with minimal supervision.
• Confident dealing with third parties and maintaining discretion.

Responsibilities

• Provide high-level technical and administrative support while maintaining excellent client service.
• Act as point of contact for clients and third parties regarding general enquiries.
• Handle business submissions using bespoke software and ensure timely, accurate processing.
• Maintain accurate records and adhere to agreed timescales.

Skills

Customer service

Enquiries handling

Organisational skills

IT literacy

Communication skills

Tools

Salesforce

Job description

St. James’s Place plc (SJP) is a leading FTSE 100 wealth management group. This Senior Administrator role is based in Poole, working in-office to support the Partner and clients with high-level administrative duties.

You will provide professional client service, manage enquiries, and process submissions using bespoke software, ensuring accuracy and timely delivery. An opportunity to develop within the SJP Accreditation framework and advance in a fast-paced team.