Senior Administrator

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

Senior Administrator - Financial Services

Location: Poole

Salary: £30,000 - £40,000 (DoE)
Full-time - In Office

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

An excellent opportunity has arisen for a professional Senior Administrator. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required.
This business is well established and highly successful. You will be employed by the Practice.

The Role: Senior Administrator - Financial Services

• 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

You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework

The Person: Senior Administrator - Financial Services

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.

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.