Private Client Support Administrator - Financial Services

Burgh Recruitment Ltd (Financial Services); Cracoe; On-site; GBP 29,000 - 35,000; Full time

Job summary

Burgh Recruitment Ltd (Financial Services) is seeking a Private Client Support Administrator to join a trusted St. James’s Place practice in Skipton. The role focuses on client journey administration, data handling for portfolio reviews, and CRM diary management within a busy office.

The candidate will support pension, investment, and protection workstreams, with training provided and opportunities to progress in a fast-paced environment. Location: in office, full-time, £32,000 plus benefits.

Qualifications

• Experience as an administrator within Financial Services, IFA or Wealth Management.
• Experience with SJP systems (Salesforce, ibusiness) is beneficial.
• Excellent customer service and ability to build rapport with clients.
• Strong attention to detail and problem-solving ability.
• Good time management and planning skills; capable of independent work.

Responsibilities

• Support colleagues and clients through a variety of administrative tasks across the client journey.
• Prepare meeting packs for annual reviews and submit business where needed.
• Collate data for reports and portfolio reviews.
• Handle client and provider enquiries and oversee CRM diary management.
• Maintain knowledge of Pension, Investments and Protection admin procedures.

Skills

Customer service

Attention to detail

Time management

Microsoft Office

Excel

Word

Tools

Salesforce

ibusiness

Job description

Private Client Support Administrator - Financial Services

Location: Skipton (BD23)
Salary: £32,000 + Benefits
Hours: Full Time

Working style – In Office

Are you an enthusiastic experienced Client Support 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 Principal Partner and Appointed Representative of St. James’s Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice. As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team.

The Role: Client Support - Financial Services

• You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will following the whole client journey from creating meeting packs for annual reviews to submitting business.
• Managing and collating key data for reports and portfolio reviews.
• Dealing with enquiries and correspondence from clients and providers.
• Managing the database of clients using the CRM system and diary management for the Partner and Advisors.
• Knowledge of office administration procedures for all core products – Pension, Investments and Protection.
• Ability to complete a standard Carry Forward Calculation.
• Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

The Person: Client Support - Financial Services

To be considered for this role you will need:

• Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment.
• Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial.
• Excellent customer service 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 with the ability to plan your work.
• You must have a passion for learning and bring a positive energy to the office.
• 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.

If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.
The application process is straightforward, and we personally review every application received.

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 £242.44bn. This business is well established and highly successful.
This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 client households.
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.