Senior Client Support & Wealth Administration Lead

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

Job summary

St. James’s Place plc (SJP) is seeking a Senior Client Support Administrator to provide high-level technical and administrative support for the Practice.

Based in the Leeds office, you will handle inquiries, manage submissions with bespoke software, and ensure timely, accurate processing with excellent client service. Ideal candidates will have Financial Services or Wealth Management experience, strong IT and communication skills, and discretion.

Qualifications

• Experience in Financial Services, Wealth Management, or IFA environment.
• Excellent IT and communication skills; highly organized and discreet.
• Familiarity with Salesforce, iBusiness and DocuSign is a plus.

Responsibilities

• Provide high level technical and administrative support while maintaining client service.
• Be a point of contact for clients and third parties handling general inquiries.
• Handle business submissions using bespoke software.
• Demonstrate knowledge of Death Claims, Trusts, Multi Trust planning, Investments.
• Ensure processing is accurate and within agreed timescales.

Skills

Client support

IT skills

Numeracy

Communication

Self-starter

Coaching

Tools

Salesforce

iBusiness

DocuSign

Job description

St. James’s Place plc (SJP) is seeking a Senior Client Support Administrator to provide high-level technical and administrative support for the Practice.

Based in the Leeds office, you will handle inquiries, manage submissions with bespoke software, and ensure timely, accurate processing with excellent client service. Ideal candidates will have Financial Services or Wealth Management experience, strong IT and communication skills, and discretion.