Senior Administrator - Partner Support Specialist

Senior Administrator - Partner Support SpecialistLocation: Wetherby, West Yorkshire (LS23)Salary: Highly Competitive with excellent benefits and bonusHours: Full time, Hybrid workingAn excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. Jamess 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 SpecialistYou 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 requiredContribute to the provision of an exceptional client experienceSupport colleagues across the team to meet operational needsPrepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etcClient servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to datePreparing cases for Paraplanners, ensuring collation of all required documentationNew and transfer business submissionLiaising with clients and dealing with client queriesThe Person: Senior Administrator - Partner Support SpecialistThis 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 developYou will have excellent IT and communication skills, are highly organised and can make decisionsYou have used the CRM SalesforceYou are a self-starter and able to work with little or no supervisionIt is essential that as a Senior Partner Support Specialist you are confident in dealing with third parties and can work with total discretionSt. Jamess 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.TPBN1_UKTJ