Senior Client Support Specialist - Wealth Management

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

Benefits offered by this job

Benefits

Job summary

St. James's Place plc is seeking a Senior Client Support Administrator in Leeds (LS1) to provide high-level technical and administrative support to clients of the Practice.

You will be a key contact for clients and third parties, handling enquiries and processing bespoke software submissions. Candidates should have substantial experience in Financial Services or Wealth Management, with strong IT and communication skills, and the ability to work with little supervision.

Qualifications

• Must have several years’ experience in Financial Services, Wealth Management, or IFA environments.
• Excellent IT and communication skills are essential.
• Highly organised with the ability to make decisions quickly and calmly.
• Experience with Salesforce, iBusiness and DocuSign is preferred.

Responsibilities

• Provide high-level technical and administrative support while delivering excellent client service.
• Act as point of contact for clients and third parties with general enquiries.
• Handle business submissions using bespoke software.
• Apply knowledge to cases such as Death Claims, Trusts, Multi-Trust planning, and investments (Bonds, VCT/EIS, SIPP/SSAS).
• Ensure that work is processed accurately within agreed timescales.

Skills

Numerate

Strong communication

Highly organised

Decision making

Tools

Salesforce

iBusiness

DocuSign

Job description

St. James's Place plc is seeking a Senior Client Support Administrator in Leeds (LS1) to provide high-level technical and administrative support to clients of the Practice.

You will be a key contact for clients and third parties, handling enquiries and processing bespoke software submissions. Candidates should have substantial experience in Financial Services or Wealth Management, with strong IT and communication skills, and the ability to work with little supervision.