Wealth Client Support Specialist

Ikrut; Skipton; Sur place; GBP 29 000 - 35 000; Plein temps

Résumé du poste

St. James's Place plc, a leading wealth management provider, seeks a Private Client Support Administrator in Skipton to support the client journey from meeting packs to submissions. The role sits in a busy office within a trusted practice of St.

James's Place; attention to detail and confidentiality are essential. The position is full time, in-office, with a salary around £32,000 plus benefits. You will work closely with partners and advisors, handling data, reports, and client communications to

Qualifications

• Proven work experience as an administrator within a Financial Services, IFA, or Wealth Management environment
• Experience with SJP systems (Salesforce, ibusiness etc) would be beneficial
• Excellent customer service and the ability to build rapport and manage client relationships
• Strong attention to detail and be able to problem solve and think on your feet
• Good time management and planning skills with the ability to plan your work
• You must have a passion for learning and bring a positive energy to the office
• Strong working knowledge of Excel, Word, and other Microsoft Office Programs
• It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion

Responsabilités

• Handling a wide variety of administrative tasks supporting colleagues and clients across the client journey
• Creating meeting packs for annual reviews and submitting business
• Managing and collating key data for reports and portfolio reviews
• Dealing with enquiries and correspondence from clients and providers
• Managing the database of clients using the CRM system and diary management for the Partner and Advisors
• Knowledge of office administration procedures for Pension, Investments and Protection
• Ability to complete a standard Carry Forward Calculation

Connaissances

CRM

Office software

Customer service

Data reporting

Excel

Outils

Salesforce

ibusiness

Description du poste

St. James's Place plc, a leading wealth management provider, seeks a Private Client Support Administrator in Skipton to support the client journey from meeting packs to submissions. The role sits in a busy office within a trusted practice of St.

James's Place; attention to detail and confidentiality are essential. The position is full time, in-office, with a salary around £32,000 plus benefits. You will work closely with partners and advisors, handling data, reports, and client communications to