Private Client Support Administrator - Financial Services

Private Client Support Administrator - Financial ServicesLocation: Skipton (BD23)Salary: £32,000 + BenefitsHours: Full TimeWorking 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. James''s 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 reviewsDealing with enquiries and correspondence from clients and providersManaging the database of clients using the CRM system and diary management for the Partner and AdvisorsKnowledge of office administration procedures for all core products - Pension, Investments and Protection.Ability to complete a standard Carry Forward CalculationTraining will be given and there is scope within this role to progress and develop ..... full job details .....