Senior Client Support & Admin – Wealth Services

Burgh Recruitment; Leeds; On-site; GBP 32,000 - 39,000; Full time

Job summary

St. James's Place plc in Leeds is seeking a Senior Client Support Administrator to deliver high-level technical and administrative support to clients of the Practice, while maintaining excellent service.

You will be a primary contact for clients and third parties, manage submissions using bespoke software, and work with Death Claims, Trusts, and investments, ensuring timely processing. The role offers in-office work, opportunities for progression, and is part of a team with strong reputation in

Qualifications

• Experience in Financial Services, Wealth Management or IFA environments.
• Excellent IT and communication skills; highly organized and able to make decisions.
• Familiar with CRM Salesforce, iBusiness, and DocuSign.
• Capable of coaching and mentoring newer team members and advocating change.

Responsibilities

• Provide high level technical and administrative support with excellent client service.
• Act as point of contact for clients and third parties on general inquiries.
• Experience with business submissions using bespoke software.
• Possess technical knowledge of Death Claims, Trusts, Multi-Trust planning, Investment Bonds, VCT / EIS, SIPP / SSAS.
• Ensure processing within agreed timescales.
• Support coaching/mentoring of junior staff and handle third-party communications with discretion.

Skills

IT skills

Communication skills

Numeracy

Self-motivation

Leadership/mentoring

Tools

Salesforce

iBusiness

DocuSign

Job description

St. James's Place plc in Leeds is seeking a Senior Client Support Administrator to deliver high-level technical and administrative support to clients of the Practice, while maintaining excellent service.

You will be a primary contact for clients and third parties, manage submissions using bespoke software, and work with Death Claims, Trusts, and investments, ensuring timely processing. The role offers in-office work, opportunities for progression, and is part of a team with strong reputation in