Senior Wealth Admin & CRM Specialist

Burgh Recruitment Ltd (Financial Services); Manchester; On-site; GBP 100,000 - 125,000; Full time

Job summary

A financial services recruitment agency is seeking a Senior Administrator to provide exceptional administrative support to clients in a well-established Partner Practice. The ideal candidate will have at least 2 years of experience in a similar role, ideally within a St. James's Place Partner Practice. Responsibilities include new business submission, fund transfers, and maintaining compliance standards. Strong communication and IT skills, particularly in Salesforce, are essential. This full-time position is based in Hale, Altrincham, with a competitive salary and benefits.

Benefits

Highly Competitive salary

Excellent benefits

Bi-annual bonus

Qualifications

• Minimum of 2 years’ experience in a similar role for SJP or a Partner Practice.
• Strong IT skills and ability to communicate effectively.
• Ability to work with minimal supervision.

Responsibilities

• Provide high-level administrative support to clients.
• Submit new business and manage fund transfers.
• Maintain client details and manage Salesforce updates.
• Ensure compliance standards are met consistently.
• Set up clients' annual reviews and produce post review letters.

Skills

Excellent communication skills

Organisational skills

IT proficiency

Initiative

Experience with Salesforce CRM

Tools

Salesforce

Job description

A financial services recruitment agency is seeking a Senior Administrator to provide exceptional administrative support to clients in a well-established Partner Practice. The ideal candidate will have at least 2 years of experience in a similar role, ideally within a St. James's Place Partner Practice. Responsibilities include new business submission, fund transfers, and maintaining compliance standards. Strong communication and IT skills, particularly in Salesforce, are essential. This full-time position is based in Hale, Altrincham, with a competitive salary and benefits.