Senior Administrator

Administrator
Location: Newcastle Upon Tyne
Salary: Highly competitive with excellent benefits and bonus
Opportunity for a hyrbid working pattern for the successful candidate.
An excellent opportunity has arisen for a professional Administrator to work in a successful partner practice, close to Newcastle City Centre.
You will be part of a fast-paced team managing the work generated by the Partner and offering support to Paraplanners as required. This business is well established and highly successful. You will be employed by the Practice.
The Role: Administrator
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* You will be providing technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
* You will be a point of contact for clients and third parties dealing with general enquiries and appointments
* You will be responsible for business submission using bespoke software alongside issuing correspondence to clients
* Management of the ongoing client review process and ensure all relevant tasks are completed upon the client's review
* Maintaining client files and updating data
* You will need to ensure that business obtained is being processed in a timely way
* Due to the nature of the business, tasks must be completed within a timely manner
* Scope to progress and carry out junior paraplanning activities, if desired.
The Person: Administrator
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.
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* You will have been working in Financial Services for several years and have good all-round knowledge
* You have excellent IT and communication skills, are highly organised and can make decisions
* You should be a high motivated individual who shows initiative and enthusiasm
* Ideally, you have used the CRM Salesforce
* You are a self-starter and able to work with little or no supervision
* You have exceptional time management skills, with the ability to organise and prioritise your workload in order to meet deadlines
* It is essential that as an Administrator you are confident in dealing with third parties and can work with total discretion
St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK 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 GBP154bn.
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.
Please ensure that as you apply you are taken to the application site for Burgh Recruitment who are supporting the recruitment of this role for this SJP Practice