Senior Administrator

St. James's Place Wealth Management; Birmingham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading wealth management firm in Birmingham seeks a Senior Administrator to provide vital administrative support and enhance client relationships. Candidates should possess strong communication and IT skills while being confident in managing sensitive client information. The role offers mentorship and development opportunities in a supportive environment, with a focus on delivering high-quality service. Applicants with a Part-qualified Level 4 Diploma and experience using Salesforce will be favored.

Benefits

Pension

Study support

Flexible in-office working options

Qualifications

• Experience at a St. James's Place Partner Practice with good all-round knowledge.
• Ability to provide high-quality administrative support with excellent customer service.
• Confidence in managing client information with total discretion.

Responsibilities

• Provide administrative support while maintaining excellent customer service.
• Act as the go-to person for client enquiries and chasing third-party providers.
• Manage Salesforce and keep client details up to date.

Skills

Excellent IT skills

Strong communication skills

High level of organization

Experience with Salesforce CRM

Discretion in client dealings

Education

Part-qualified in a relevant Level 4 Diploma

Tools

Salesforce

AI-based software

Job description

Senior Administrator Location - Barnt Green, West Midlands (B45)
Hours - Full-time
Salary - Highly Competitive + Pension, Study support, and flexible in office working options.

Are you an enthusiastic Senior Administrator eager for your next role with a vision to meaningfully contribute to a growing business?

Could you fulfil a vital support function within this busy office?

Working full time as part of the team at an Appointed Representative of St. James's Place Plc this is an outstanding new opportunity within a highly successful SJP Partner Practice.

We pride ourselves in providing an exceptional service to our clients.

We have strong personal links to the area, whilst enjoying all the benefits of being part of a St James Place Partner Practice.

We are at the beginning of an extremely important phase of the progression of the business, as we invest in our future through the growth of our people.

This role represents an exciting opportunity for the right person to join our close-knit team to become part of the upward trajectory of the business.

The Role - Senior Administrator

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.

Key Tasks and Responsibilities

• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• You will be the Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information
• Setting up the clients' annual reviews, producing review letters, and using AI-based software to improve the process
• Submitting new business and fund transfers using bespoke software
• Sending out correspondence and requesting detailed information for Pension Transfer cases
• Carrying out fund switches and financial calculations for clients using specific systems and processes
• Ensuring that business obtained is being processed in a timely way
• You will be responsible for managing Salesforce and keeping all client details up to date
• Ensuring smooth and organised workflows in the office

The Person - Senior Administrator

• You have experience in working a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
• Part-qualified in a relevant Level 4 Diploma would be advantageous
• You have excellent IT and communication skills, are highly organised and can make decisions
• Ideally you will have used the Salesforce CRM system, and have experience of other administrative support systems
• Most importantly, you are confident in dealing with clients and third parties with total discretion
• Training in some of these areas can be provided if you are looking to develop new skills or further your existing skills

About St. James's Place plc

St. James s Place plc (SJP) is a leading, 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 £220.0bn. 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.

How to Apply

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.