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Financial Services Administrator Location: Wakefield Salary: Highly competitive + quarterly bonus + excellent benefit package Hours - 9am - 5pm Monday to Friday, in office. Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Senior Partner Practice of St. James s Place Plc. The company specialise in providing bespoke financial advice and services to Professionals, Private Clients, Business Owners, and Retirees The company strive to create a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients. There is scope within this role to progress and develop your knowledge within this exciting and fast paced environment. Key Duties and Responsibilities: Deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice Manage and collate key data for reports and portfolio reviews Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills Pre-meeting preparation and post meeting follow up, including accurately updating client files on Salesforce CRM Process applications accurately and record the required management information Provide regular updates to Financial Adviser about case progression Extensive liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales To be suitable for this role you will need: A positive and professional attitude Proven work experience as an Administrator within an office support role, ideally in Financial Services or related sectors Excellent customer service skills and the ability to build rapport and manage client relationships Strong attention to detail and be able to problem solve and think on your feet Good time management and planning skills Strong working knowledge of Excel, Word, and other Microsoft Office Programs It is essential that you are confident in dealing with colleagues, third parties and can work with total discretion. St. James s Place plc (SJP) is a leading, a highly regarded FTSE 100 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 198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Fully Remote | Flexible Hours | Fee-Split Model Join a Forward-Thinking Boutique Firm Are you an experienced Residential Conveyancer looking for more than just another conveyancing role? Do you find that your clients and referrers are choosing you, not necessarily the firm you work for? If that sounds familiar, it might be time to consider a consultancy model – and start earning up to 75% of the fees you generate. Many lawyers have already made the move to consultancy, and it’s transforming the way they work, and the money they earn. At FDR, we specialise in helping conveyancers make that transition with confidence. Choosing the right firm can feel daunting – even isolating – but that’s where we come in. We're a small, forward-thinking boutique firm that offers more than just a platform. Here, you’re not just another number. Your voice matters, your work is appreciated, and your growth is genuinely supported. We’re a close-knit, modern legal practice giving experienced conveyancers the chance to take full control of their careers – with the very best technology to back you up. You’ll have direct access to senior leadership, streamlined systems, and the freedom to work how and when it suits you. Why Join Us? • Personal Support, Not Just a Platform, • We don’t leave you to figure things out alone. You’ll get real support to grow your business – with marketing help, mentoring, and a community of like-minded consultants who share insights and success., • Work on Your Terms, • Remote working, flexible hours, and total autonomy over your caseload. It’s your practice, built your way – under a clear, fair fee-split model., • Big Tech, Small Firm Feel, • We’ve invested in Salesforce – a game-changer in legal tech and rarely used by firms of any size. Thanks to the backing of our parent company, the AIIC Group, we have access to cutting-edge systems that mean fewer manual tasks, significant time savings, and a smoother experience for you and your clients., • You’re Heard and Valued, • In our compact team, you’ll have a direct line to leadership (including the CEO) and the ability to help shape how the firm evolves. We listen, and we act on what matters to you., • Full Support, Without the Red Tape, • Benefit from the financial security, compliance guidance, and admin support that comes from being part of the AIIC Group – without sacrificing your independence or flexibility. What We’re Looking For: • A qualified solicitor, licensed conveyancer, or legal executive with experience in residential property, • Confident in managing your own caseload from instruction to completion, • Tech-savvy and excited by smarter, more efficient ways of working, • Self-motivated and ready to grow your own client base with full backing, • Looking for true flexibility, with the support of a professional and collaborative team Ready to build a career on your terms – with the tools, support, and autonomy to thrive? We’d love to hear from you. Contact us today for a confidential chat with one of our Recruitment Executives. P.S. If you have less than 4 years of experience, don’t worry! You may still be eligible to join us as a fee-earning consultant. Reach out for more details.