Financial Services Coordinator

7 days ago


Cheltenham, Gloucestershire, United Kingdom Burgh Recruitment Full time

We are seeking a highly skilled and experienced Senior Administrator to join our team at Burgh Recruitment. As a Senior Administrator, you will be responsible for providing technical and administrative support to our clients while maintaining an excellent level of customer service.

The ideal candidate will have excellent IT and communication skills, be highly organized and able to multitask. 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 will have excellent customer service skills, be highly organized and able to multitask.
  • Ideally, you have used the CRM Salesforce and are a self-starter able to work with little or no supervision.

St. James's Place plc (SJP) is a leading Wealth Management company distributing 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 £184.4bn.

Key Requirements:

  • A minimum of 2 years' experience in a similar role
  • Excellent IT and communication skills
  • Highly organized with the ability to multitask
  • Able to work with minimal supervision

Salary: Highly competitive salary (£40,000 - £55,000 per annum)



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