Senior Financial Administrator | Client Care & CRM

St. James's Place Wealth Management; Alderley Edge; Sur place; GBP 32 000 - 39 000; Plein temps

Résumé du poste

St. James’s Place Wealth Management is recruiting a Senior Administrator in Alderley Edge to support the Practice team with high-level technical and administrative duties.

You will work alongside Financial Advisers and paraplanners to deliver compliant, quality advice and robust back-office support. The role focuses on client relationship administration, handling enquiries, and ensuring timely, accurate processing of business submissions.

Qualifications

• Several years' experience in Financial Services
• Excellent IT and communication skills, highly organised and able to make decisions
• CRM Salesforce experience preferred

Responsabilités

• Provide a high level of technical and administrative support while maintaining excellent customer service to clients of the Practice
• Be the point of contact for clients and third parties with general enquiries
• Responsible for business submission using bespoke software
• Ensure that business is processed accurately and within agreed timescales

Connaissances

Technical skills

Administrative support

Communication skills

Numeracy

Salesforce CRM

Self-starting

Formation

Level 4 Diploma (progress towards)

Outils

Salesforce CRM

Description du poste

St. James’s Place Wealth Management is recruiting a Senior Administrator in Alderley Edge to support the Practice team with high-level technical and administrative duties.

You will work alongside Financial Advisers and paraplanners to deliver compliant, quality advice and robust back-office support. The role focuses on client relationship administration, handling enquiries, and ensuring timely, accurate processing of business submissions.