Senior Administrator, Wealth Practice Support

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

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.