Senior Administrator - Cockermouth, United Kingdom - Burgh Recruitment Ltd (Financial Services)

Burgh Recruitment Ltd (Financial Services)
Burgh Recruitment Ltd (Financial Services)
Verified Company
Cockermouth, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Senior Administrator

Location:
Cockermouth, CA13

Salary:
Highly Competitive with excellent benefits and bonus.


Full Time - In Office (Free Parking on site)


Following satisfactory completion of the probation period, you will be invited to join our benefits package which includes contributory pension scheme, death in service and critical illness benefit, permanent health insurance and private medical insurance.


Working as part of the team at Kingfisher House Wealth Management (**
)

who are an Appointed Representative of St. James's Place Plc.


An excellent opportunity has arisen for a professional Senior Administrator to work as part of our team at our office at Cockermouth.


You will be part of a fast-paced team managing the work generated by the Senior Partner and Advisers working within the Pratice, offering support as required.

This business is well established and highly successful having joined St. James's Place in 2001. You will be employed by the Practice.


The Role:
Senior Administrator

  • You will be providing a high level of 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
  • You will be responsible for business submission using bespoke software
  • 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.


You will be expected to have the knowledge to undertake this role, but training will be given and you will have the opportunity to progress within the St.

James's Place Accreditation framework


The Person:
Senior 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.


  • Ideally, you will have been working in Financial Services for several years and have good allround knowledge which you are looking to expand and develop
  • You have excellent IT and communication skills, are highly organised and can make decisions
  • Ideally, you have used the CRM Salesforce
  • You are a selfstarter and able to work with little or no supervision
  • It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.
  • A relevant qualification such as the FPC or progress towards the CII Level 4 Diploma would be an advantage but is not essential.
St.

James's Place 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 of £153.62 billion, as at 31st March 2023.
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