Senior Client Support Administrator – Financial Services

Burgh Recruitment Ltd (Financial Services); Ledston; On-site; GBP 32,000 - 39,000; Full time

Job summary

St. James’s Place plc in Leeds (LS1) is seeking a Senior Client Support Administrator to provide expert administrative and technical support to clients of the Practice. The role is office-based, with a focus on accurate processing and timely responses to enquiries.

You will handle complex cases (Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS’s, SIPP / SSAS) and work within the SJP Accreditation framework, mentoring junior colleagues where needed.

Qualifications

• Excellent IT and communication skills are essential.
• Experience using CRM systems and financial services software is advantageous.
• Ability to work independently and manage client interactions with discretion.

Responsibilities

• Provide high-level technical and administrative support to clients of the Practice.
• Be a point of contact for clients and third parties with inquiries.
• Experience with business submission using bespoke software.
• Knowledge of Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EIS’s, SIPP / SSAS.
• Ensure that business is processed accurately and within timescales.

Skills

Excellent IT and communication skills

Self-starter with initiative

Organised and decisive

Mentoring others

Tools

Salesforce

iBusiness

DocuSign

Job description

Senior Client Support Administrator – Financial Services

Location - Leeds (LS1)

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.

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.