Senior Administrator – Client Services & Financial Ops

Ikrut; Alderley Edge; On-site; GBP 21,000 - 35,000; Full time

Benefits offered by this job

Excellent benefits

Job summary

St. James’s Place Senior Partner Practice in Alderley Edge is seeking an experienced Senior Administrator to support the client relationship team and handle administration.

You will provide high-level technical and administrative support to clients of the Practice, working with Financial Advisers and paraplanners to deliver compliant advice and timely processing of submissions. Salary £35,000 with excellent benefits and bonus.

Qualifications

• Experience in Financial Services for several years.
• Excellent IT and communication skills.
• Ability to work with discretion and meet timescales.

Responsibilities

• Provide a high level of technical and administrative support while maintaining excellent customer service to clients of the Practice
• Act as a point of contact for clients and third parties dealing with general enquiries
• Be responsible for business submission using bespoke software
• Ensure that business is processed accurately and within agreed timescales

Skills

IT skills

Communication skills

Organisational skills

CRM Salesforce

Self-motivation

Client relationship

Education

Level 4 Diploma progress (advantage)

Tools

Salesforce

Job description

St. James’s Place Senior Partner Practice in Alderley Edge is seeking an experienced Senior Administrator to support the client relationship team and handle administration.

You will provide high-level technical and administrative support to clients of the Practice, working with Financial Advisers and paraplanners to deliver compliant advice and timely processing of submissions. Salary £35,000 with excellent benefits and bonus.