St. James’s Place Partner Practice seeks a professional Technical Administrator to support advisers by gathering and analysing financial data, preparing reports and illustrations for client reviews.
Based in Epsom, you will work alongside the Partner to ensure timely, compliant processing and strong client servicing with discretion. The role requires numeracy, IT proficiency, self-motivation and experience in wealth management environments; Level 4 Dip PFS or FPC is preferred, with Salesforce
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Wealth Management Technical Administrator 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
