Senior Client Support Administrator

Burgh Recruitment; Leeds; On-site; GBP 29,850 - 40,250; Full time

Benefits offered by this job

Benefits

Job summary

Burgh Recruitment is seeking a Senior Client Support Administrator for an in-office position in the financial services sector. You will provide high-level technical and admin support to clients and act as a primary contact for clients and third parties.

Experience with bespoke software for submissions is required, with knowledge of Death Claims, Trusts, Multi-Trust planning, Investment Bonds, VCT/EIS, SIPP/SSAS.

Qualifications

• Provides high level technical and administrative support while maintaining excellent customer service to clients.
• Acts as a point of contact for clients and third parties for general enquiries.
• Has experience with business submissions using bespoke software.
• Has knowledge of Death Claims, Trusts, Multi-Trust planning, Investment Bonds, VCT / EIS’s, SIPP / SSAS.
• Ensures business is processed accurately and within agreed timescales.

Responsibilities

• Provide high level technical and administrative support with a focus on client service.
• Serve as primary contact for clients and third parties.
• Process business submissions using bespoke software.
• Know-how in Death Claims, Trusts, Multi-Trust planning, Investment Bonds, VCT/EIS, SIPP/SSAS.
• Ensure accuracy and timeliness of processing.

Skills

Client support

IT skills

Communication

Numerate

Decision making

Self-starter

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.

If this role sounds like a good fit for you, we'd love to hear from you. You don't need to meet every requirement to apply, what matters most is your enthusiasm and willingness to take the next step in your career.