Senior Client Support Administrator

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

Salary - £35,000 + Benefits

Working Pattern - In Office

An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice.

You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful.

The Role: Senior Client Support Administrator

• 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 have experience with business submission using bespoke software
• You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS's, SIPP / SSAS.
• 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 Client Support Administrator

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 a Financial Services, Wealth Management, or IFA environment 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, iBusiness & Docusign
• You are a self-starter and able to work with little or no supervision
• You will take responsibility for coaching and / or mentoring newer members of the team and be an advocate of change.
• It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.

The application process is straightforward, and we personally review every application received.

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.

This business sits within the top 3% of Practices within SJP with over £500m FUM and 1,200 households.

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.