Burgh Recruitment
Senior Administrator - Partner Support Specialist
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Senior Administrator - Partner Support Specialist
Location: Wetherby, West Yorkshire (LS23)
Salary: Highly Competitive with excellent benefits and bonus
Hours: Full time, Hybrid working
An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James’s Place Wealth Management plc. You will be part of a fast-paced team managing the work generated by the Partner and offering support to the wider admin team as required.
The Role: Senior Administrator - Partner Support Specialist
You will be providing a high level of administrative support to the Principal Partner whilst maintaining an excellent level of customer service to clients of the Practice including:
- Provide specialist Business Administration support to the Partner Principal and across the wider adviser team, when required
- Contribute to the provision of an exceptional client experience
- Support colleagues across the team to meet operational needs
- Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc
- Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date
- Preparing cases for Paraplanners, ensuring collation of all required documentation
- New and transfer business submission
- Liaising with clients and dealing with client queries
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The Person: Senior Administrator - Partner Support Specialist
This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a ‘can do’ working style.
- Relevant experience in Wealth Management (SJP experience would be a great advantage for the role) along with an all-round knowledge which you are looking to expand and develop
- You will have excellent IT and communication skills, are highly organised and can make decisions
- You have used the CRM Salesforce
- You are a self-starter and able to work with little or no supervision
- It is essential that as a Senior Partner Support Specialist you are confident in dealing with third parties and can work with total discretion
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St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £216.94bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
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