Senior Client Support Specialist – 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

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.