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Senior Wealth Admin & CRM Specialist
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
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
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.