Wealth Administrator role in Exeter within a Senior Partner Practice of St. James’s Place. You will support wealth planners, manage client records, and coordinate reviews and servicing tasks to ensure a high standard of client experience.
The role emphasises accurate administration, strong organisation, responsive communication, and reliable process management in a professional wealth management environment.
#J-18808-LjbffrWealth Administrator — Client Service & Compliance in Exeter 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
