St. James’s Place plc is seeking a meticulous Technical Administrator to support a busy Practice in Cheltenham.
You will handle a wide range of admin tasks, manage data for reports and portfolio reviews, and respond to client and provider inquiries in a professional manner. Working as part of a friendly team, you will maintain client records, coordinate diary management for the Partner and Advisors, and assist with new business handovers.
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Hybrid Technical Administrator - Data & Client Support in Cheltenham employer: Burgh Recruitment Ltd (Financial Services)
St. James’s Place plc is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Chorley, Lancashire. With competitive salaries, comprehensive benefits, and ample opportunities for professional growth, employees are empowered to excel in their roles while contributing to meaningful financial planning solutions. Join a team that values expertise and supports your career development in a thriving hybrid work environment.
Contact Details:
Burgh Recruitment Ltd (Financial Services) Recruitment Team
