Posted 4 weeks ago
Senior Client Support Administrator Financial Services
Burgh Recruitment
📍 Leeds, GB
Job description
Senior Client Support Administrator Financial Services
Location - Leeds (LS1)
Salary - £35,000 + Benefits
Working Pattern In Office
An excellent opportunity has arisen for a professional Senior Client Support Administrator adept at supporting all areas of the Practice.
You will be part of a fast-paced team managing the work generated by the Advisers and offering support as required. This business is well established and highly successful.
The Role: Senior Client Support 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 have experience with business submission using bespoke software
- You will have technical knowledge with cases such as Death Claims, Trusts, Multi Trust planning, Investment Bonds, VCT / EISs, SIPP / SSAS.
- You will need to ensure that business is processed accurately and within agreed timescales
You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework
The Person: Senior Client Support Adm...