Administration Team Leader

3 months ago


Lincoln, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

**Administration Team Leader**

**Location**:Lincoln

**Salary**:£30,000-35,000 (DoE)

**Hours**: Full-Time (8.30am - 5.15pm) In office

**Working as part of the team at an Appointed Representative of St. James’s Place Plc.**

An excellent opportunity has arisen for a professional Administration Team Leader with Financial Services experience to work in this busy and successful SJP Partner Practice in Lincoln.
You will be part of a fast-paced team, managing the workflow and offering support as required. This business is well established and highly successful. You will be employed by the Practice.

**The Role: Administration Team Leader**
- Provide high level technical and administrative support to the Advisers / Practice Manager
- Deal effectively with queries from clients and other parties through effective communication
- Be the point of escalation for complex client queries, liaising with the respective adviser, clients and third parties as appropriate
- Ensure Practice Support Specialists perform their key functions consistently and efficiently through effective people management skill and processes
- Provide technical support and training to new/junior staff joining the practice
- Manage holiday bookings for team members
- Deal effectively with queries from clients and other parties through effective communication

**The Person: Administration Team Leader**

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.
- You will have been working in Financial Services for several years and have good all-round 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 self-starter 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
- Experience of managing client accounts and relationships.

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 in excess of £168bn.


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