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Burgh Recruitment
Private Client Support Administrator - Financial ServicesBurgh Recruitment • Skipton, North Yorkshire, UK
Private Client Support Administrator - Financial Services

Private Client Support Administrator - Financial Services

Burgh Recruitment • Skipton, North Yorkshire, UK
22 days ago
Salary
£32,000.00 yearly
Job type
  • Full-time
Job description

Private Client Support Administrator - Financial Services

Location: Skipton (BD23)

Salary: £32,000 + Benefits


Hours: Full Time

Working style In Office

Are you an enthusiastic experienced Client Support Administrator eager for your next role? Could you fulfil a vital support function within a busy office?

You will be working as part of the team at a highly respected Principal Partner and Appointed Representative of St. Jamess Place Plc. The practice works with individuals, families, corporates, and business owners to provide high-quality financial planning and wealth management advice.
As a Client Support Administrator, you will have knowledge and skills across all disciplines that fall within the scope of the client support team.

The Role: Client Support - Financial Services

  • You will be dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will following the whole client journey from creating meeting packs for annual reviews to 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
  • Kno...
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Private Client Support Administrator - Financial Services • Skipton, North Yorkshire, UK

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