Senior Administrator - Partner Support Specialist

Senior Administrator - Partner Support Specialist Location: Wetherby, West Yorkshire (LS23) Salary: Highly Competitive with excellent benefits and bonus Hours: Full time, Hybrid working An excellent opportunity has arisen for a professional and experienced Senior Administrator to work for a highly successful Partner Practice of St. James s 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 Specialist You 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 required Contribute to the provision of an exceptional client experience Support colleagues across the team to meet operational needs Prepare pre-meeting documentation - working closely with the Partner Principal for details of any additional preparation required - checking for accuracy, completion, compliance etc Client servicing such as appointment making, logging of correspondence to Salesforce and keeping CFRs up to date Preparing cases for Paraplanners, ensuring collation of all required documentation New and transfer business submission Liaising with clients and dealing with client queries The Person: ..... full job details .....