Senior Administrator

Burgh Recruitment Ltd; Alderley Edge; On-site; GBP 30,000 - 40,000; Full time

Job summary

Burgh Recruitment Ltd is seeking a Senior Administrator on behalf of a St. James's Place Senior Partner Practice in Alderley Edge.

The role focuses on providing top-tier technical and administrative support to advisers and clients, ensuring high-quality service and compliance. You will work closely with Financial Advisers, paraplanners and other team members to deliver accurate submissions, manage inquiries, and progress tasks within agreed timescales.

Qualifications

• Several years’ experience in Financial Services.
• Excellent IT and communication skills.
• Strong organisational abilities and decision-making capability.
• Self-starter with discretion and the ability to work with little supervision.
• An advantage if enrolled or progressing towards Level 4 Diploma.

Responsibilities

• Provide high-level technical and administrative support while maintaining outstanding client service.
• Serve as a point of contact for clients and third parties regarding general enquiries.
• Process business submissions using bespoke software and ensure timely, accurate handling.

Skills

Customer service

Organisation

Decision making

Initiative

Education

Level 4 Diploma (advantage)

Tools

CRM Salesforce

Job description

Salary: £35,000 with excellent benefits and bonus

We are an SJP Senior Partner Practice in Alderley Edge looking to appoint an experienced Senior Administrator to join our business.

An excellent opportunity has arisen for a professional Senior Administrator to work in a St. James's Place Senior Partner Practice.

The role of the Senior Administrator is to provide support to the Practice in the delivery of all aspects of the client relationship and administration.

As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment. Mentorship will be provided to help you achieve your professional goals.

The Role: Senior Administrator

• You will be providing a high level of technical and 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 general enquiries
• You will be responsible for business submission using bespoke software
• You will need to ensure that business is processed accurately and within agreed timescales

Training in some of these areas can be provided if you are looking to develop new skills or further your existing skills, and you will have the opportunity to progress within the SJP Accreditation framework

The Person: Senior 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 for several years and have good all-round knowledge which you are looking to expand and develop
• You 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 as a Senior Administrator you are confident in dealing with third parties and can work with total discretion
• A relevant qualification or progress towards the Level 4 Diploma would be an advantage but is not essential.

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 £240.8bn. 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.