Senior Administrator

Burgh Recruitment Ltd (Financial Services); Manchester; On-site; GBP 100,000 - 125,000; Full time

Job summary

A financial services recruitment agency is seeking a Senior Administrator to provide exceptional administrative support to clients in a well-established Partner Practice. The ideal candidate will have at least 2 years of experience in a similar role, ideally within a St. James's Place Partner Practice. Responsibilities include new business submission, fund transfers, and maintaining compliance standards. Strong communication and IT skills, particularly in Salesforce, are essential. This full-time position is based in Hale, Altrincham, with a competitive salary and benefits.

Benefits

Highly Competitive salary

Excellent benefits

Bi-annual bonus

Qualifications

• Minimum of 2 years’ experience in a similar role for SJP or a Partner Practice.
• Strong IT skills and ability to communicate effectively.
• Ability to work with minimal supervision.

Responsibilities

• Provide high-level administrative support to clients.
• Submit new business and manage fund transfers.
• Maintain client details and manage Salesforce updates.
• Ensure compliance standards are met consistently.
• Set up clients' annual reviews and produce post review letters.

Skills

Excellent communication skills

Organisational skills

IT proficiency

Initiative

Experience with Salesforce CRM

Tools

Salesforce

Job description

Overview

Senior Administrator

Location : Hale, Altrincham

Salary : Highly Competitive with excellent benefits and bi-annual bonus

Hours - Full-time / In Office (35 hours per week with flexible start and finish times)

Working as part of the team at an Appointed Representative of St. James’s Place Plc.

An excellent opportunity has arisen for a St. James’s Place experienced Senior Administrator to join this dynamic and proactive Partner Practice, who specialise in providing a range of investment and retirement products and solutions to meet the financial goals and objectives of their clients.

You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. This business is very well established and highly successful, with over 23 years’ experience in wealth management.

You will have the opportunity to progress your career, gaining knowledge and skills to help you develop an interesting and meaningful career path.

The Role

The role offers variety and challenge, including but not limited to :

• Providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
• Submitting new business and fund transfers using bespoke software
• Sending out correspondence and requesting detailed information from clients and third parties
• Carrying out fund switches and financial calculations for clients using specific systems and processes
• You will need to ensure that all business is being processed to the highest standards of compliance at all times
• You will be setting up the clients' annual reviews and producing the post review letters, detailing all changes
• You will be responsible for managing Salesforce and keeping all client details up to date
• You will be the ‘Go To' person for clients and third parties dealing with general enquiries, and chasing providers for funds and information

The Person

• This is an interesting and challenging role that would suit a positive and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
• You have been working in a St. James's Place Partner Practice and have good all-round knowledge which you are looking to expand and develop
• You have excellent IT and communication skills, are highly organised andcan make decisions
• Ideally you will have used the Salesforce CRM system
• You are a self-starter and able to work with little or no supervision
• Most importantly, you are confident in dealing with clients and third parties with total discretion

You will be expected to have the knowledge to undertake this role with a minimum of 2 years’ experience working in a similar role for SJP or a SJP Partner Practice. You will also have the opportunity to progress within the SJP Accreditation framework

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 £198.5bn.

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.

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.