Senior Administrator - Partner Support Specialist

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

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

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 GBP240.8bn. 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.

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