Senior Administrator

2 days ago

ChesterleStreet, United Kingdom Scrimger & Oakes - Principal Partner Practice of St James Place Wealth Management Full time

Due to the nature of this environment, a large range of training and development opportunities will be available, alongside the potential for progression within the role in the long term.

**Skills and requirements**:

- Excellent written and verbal communication skills.
- A team player who is willing to work collaboratively, as well as independently.
- The ability to deliver a range of requirements within a working day while managing and prioritising workloads.

**The core duties within this role will include**:

- Administrative record keeping - both paper-based and electronic.
- Assisting in the management and documentation of client communication and servicing.
- Preparation of client documentation.
- Dealing with queries from clients and practice partners.
- Liaising with external providers.
- Processing and overseeing of Investment and Pension Business.
- Producing and formatting information for internal and external communication.
- Diary management.

**About the Practice**

Scrimger & Oakes, a Principal Partner Practice of St. James's Place, boasts over 26 years of experience in Financial Services. Directed by Shaun Scrimger and Aaron Oakes, we aim to provide an exemplary service to our clients through the provision of high-quality advice across all aspects of Wealth Management. We specialise in Investment, Retirement, and Protection Planning, including Pensions, Inheritance tax, and Estate planning.

We have two locations within Scrimger and Oakes, with our head office located in Chester-Le-Street and our second location on Yarm High Street.

**Job Types**: Full-time, Part-time

Pay: £25,000.00-£28,000.00 per year

Expected hours: 32 - 39 per week

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: Senior Administrator

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