Senior Financial Services Administrator – Poole

Ikrut; Poole; On-site; GBP 30,000 - 40,000; Full time

Job summary

St. James’s Place plc Partner Practice in Poole is seeking a Senior Administrator in Financial Services to provide high-level admin support, manage client enquiries and handle submissions using bespoke software.

The role requires several years in financial services, strong IT and communication skills, and the ability to work with third parties and discretion; training under SJP accreditation is available.

Qualifications

• Several years of experience in Financial Services.
• Excellent IT and communication skills; highly organised.
• Experience with CRM Salesforce is advantageous.
• Able to work with minimal supervision and discretion when dealing with third parties.

Responsibilities

• Provide a high level of technical and administrative support while maintaining excellent client service.
• Be a point of contact for clients and third parties handling general enquiries.
• Process business submissions using bespoke software.
• Ensure business is processed accurately and within agreed timescales.

Skills

Financial services experience

Excellent IT skills

Strong organizational skills

Good communication skills

CRM Salesforce experience

Self-starter

Discretion

Tools

Salesforce

Job description

St. James’s Place plc Partner Practice in Poole is seeking a Senior Administrator in Financial Services to provide high-level admin support, manage client enquiries and handle submissions using bespoke software.

The role requires several years in financial services, strong IT and communication skills, and the ability to work with third parties and discretion; training under SJP accreditation is available.