Senior Financial Administrator

1 week ago


Yarm, United Kingdom Scrimger & Oakes - 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 of 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.
- An understanding of Financial Services.
- The ability to deliver a range of requirements within a working day whilst managing and prioritising workloads.
- Experience with utilising Client Relationship Management Systems (CRM Systems)

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.

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person


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