Senior administrator Work, Jobs in Cannock, Sts (with Salaries)

Senior Administrator
JPA Financial Planning Limited —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Salesforce
- Analysis skills
- Financial services
- Free parking
Quick apply
SHEQ Administrator
Liberty Roofing Services Limited —Stafford
- From £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
6d
Senior Administrator
JPA Financial Planning —Wolverhampton
- £25,500 - £32,500 a year
- Full-time
- Salesforce
- Analysis skills
- Financial services
- Free parking
- Flexible schedule
Quick apply
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £28,000 - £32,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Referral programme
Quick apply
HR & Payroll Administrator
Shipley Estates Ltd —Tamworth
- £30,000 - £35,000 a year
- Full-time
- Microsoft Excel
- Human resources
- In-person
- Free parking
Quick apply
Safety Coordinator ( Administrator )
Evolve technical Recruitment —Birmingham
- £20 - £25 an hour
- Full-time
- Microsoft Powerpoint
- Organisational skills
- SharePoint
Quick apply
Senior Pensions Administrator
Hymans Robertson LLP —Birmingham
- £30,000 - £43,000 a year
- Full-time
- Hybrid work
- Mentoring
- Organisational skills
- Communication skills
Quick apply
6d
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Birmingham
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior Office Administrator/Customer Service
Zenith PA —Birmingham
- £25,000 - £32,000 a year
- Full-time
- CRM software
- English
- Administrative experience
Quick apply
14d
Senior Education Support Administrator - Registry - 107779 - Grade 5
University of Birmingham —Birmingham
- £30,062 - £35,883 a year
- Full-time
- Customer service
- Databases
- Administrative experience
- Annual leave
- Sick pay
12d
Faculty Administration Manager
South and City College Birmingham —Birmingham
- £42,536 - £45,647 a year
- Full-time
- English
- Team management
- Annual leave
- Employee discount
9d
Portfolio Administrator
Homes England —Birmingham
- £30,129 - £35,140 a year
- Full-time
- Hybrid work
- Presentation skills
- Annual leave
- Employee assistance programme
7d
Employee Relations Operations Administrator
Select Engineering —Birmingham
- £23.60 an hour
- Call to connect
- Continuous improvement
- Human resources
- Organisational skills
- Employee assistance programme
Senior Systems Administrator (RevTech) - UK Remote
Everway —Birmingham
- Remote
- Salesforce
- Flexible schedule
Quick apply
6d
Streetworks Administrator
Doocey Group —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Health & Safety Administrator
Optical Express Group —Birmingham
- £35,000 a year
- Full-time
- Travel
- Leadership
- Communication skills
- Annual leave
12h
Business Rates Administrator (WSP GL Hearn)
WSP —Birmingham
- Part-time
- Hybrid work
- Microsoft Office
- Flexitime
- Work from home
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
6d
Senior Cost Manager
BNP Paribas —Birmingham
- Full-time
- Microsoft Office
- Project management
- Contracts
Operations Manager
Sovereign Parks —Wolverhampton
- From £28,200 a year
- Weekend availability
- CRM software
- Hospitality
- Management
Quick apply

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senior administrator jobs near cannock, sts

Senior Administrator

JPA Financial Planning Limited
Wolverhampton

Quick apply

Job details

Permanent | Full-time
£25,500 - £32,500 a year

Benefits

Free parking
Financial planning services
Company pension
Company events
On-site parking

Qualifications

Financial Conduct Authority guidelines
Financial planning
Customer service call handling
Inbound customer enquiry call handling
Stakeholder liaison
Salesforce
Administrative support experience
Business processes
Analysis skills
Appointment booking and call handling
JPA
Financial services
Outbound calling
Communication skills

Full job description

Job Summary

We are seeking a highly organised and detail-oriented Senior Administrator to join our financial services team. The successful candidate will play a pivotal role in managing client portfolios and supporting financial planning activities. This position offers an excellent opportunity for individuals with strong analysis skills, exceptional communication abilities, and a background in administrative functions within the financial sector. The Senior Administrator will be responsible for ensuring smooth operations, maintaining high standards of client service, and contributing to the overall efficiency of our wealth management services but also having the ability to be involved with change and improving current processes.

As a Senior Administrator for JPA Financial Planning you will provide essential technical and administrative support within the Partner Practice, ensuring the smooth processing of all Client servicing and Wealth tasks and a high-quality client service experience.

Core Responsibilities

Client Servicing: Managing the end-to-end client review process, including preparing documentation, annual review letters, including Drawdown letters, and presentation packs.
Call Handling – This includes receiving calls from clients and dealing with enquiries to making outbound calls to book clients in for their financial annual reviews.
Case Management: Liaising with SJP Head Office, Senior Team members and third-party providers to gather information to either close queries or chase information. Ensuring deadlines are met and communications is clear and concise
Task Management - using our CRM system and Salesforce to manage workload and ensure tasks are completed in a timely manner. Use reports for outstanding reviews to prioritise any that are overdue and aim to schedule Clients in for their annual review within the quarter they are due in.
Liaising with Key Stakeholders – ensuring communication is clear across all of key stakeholders, i.e. speaking to our Admin Centre to ensure processes are followed correctly and more importantly keeping the advisers up to date on cases and client queries.
Data Maintenance: Ensuring all client records are accurate and compliant using the Salesforce CRM platform.
General Servicing tasks: Including the deceased client process and vulnerable clients, Birthday cards and ensuring clients details are kept up to date.
Immediate needs Annuity - aiding the smooth processing of application forms, chasing providers and collating data.
Financial Tasks: Executing fund switches, processing client withdrawals and completing the letters
Complex Servicing Queries: Producing Deeds of Assignment and handling queries on issues relating to bonds and documents. Trust Paperwork completion
Drawdown tasks: producing and ensuring all documentation for clients taking crystalized funds are documented correctly
Income Drawdown Tasks: Review letters with income, Adhoc RA withdrawal letters from a crystalised pot, RA Crystalisation process on MyPractice, changes to income requests, Bond withdrawal process, unit Trust Withdrawal process, changes to Income Requests
Compliance: Adhering strictly to FCA regulatory requirements and internal SJP standards for all correspondence and file maintenance.

Required Skills & Qualifications

Experience: Typically requires at least 2 years of experience in a regulated financial services environment, with a strong preference for candidates familiar with SJP systems.
Ideally with St James’s Place Wealth Management Experience
Technical Proficiency: Proficiency in Microsoft Office and CRM systems like Salesforce is desirable.
Soft Skills: Exceptional attention to detail, strong verbal/written communication for client interaction, and the ability to work independently or as part of a remote team.

Career Progression

Within JPA we offer structured development through the SJP Accreditation framework, with paths leading to roles such as Paraplanner, Operations Manager, or even a Financial Adviser through the SJP Academy and in house support. There are also options to get involved with Social Media and Marketing content and arranging company events.

Pay: £25,500.00-£32,500.00 per year

Benefits:

Company pension
Financial planning services
Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

senior administrator jobs in cannock, sts

Senior Administrator

SHEQ Administrator

Senior Administrator

Senior Administrator

HR & Payroll Administrator

Safety Coordinator ( Administrator )

Senior Pensions Administrator

Senior Pensions Administrator

Senior Office Administrator/Customer Service

Senior Education Support Administrator - Registry - 107779 - Grade 5

Faculty Administration Manager

Portfolio Administrator

Employee Relations Operations Administrator

Senior Systems Administrator (RevTech) - UK Remote

Streetworks Administrator

Health & Safety Administrator

Business Rates Administrator (WSP GL Hearn)

Paraplanner / Trainee Paraplanner / Administrator

Senior Cost Manager

Operations Manager

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