St. James’s Place Wealth Management Plc in Dorset (Wimborne Minster) is seeking a Senior Financial Planning Administrator to deliver efficient client servicing and administrative support within a small team.
You will prepare quotations, illustrations and valuations on behalf of the Adviser, process new business documents, and handle Adviser and client queries with discretion and professionalism. This role offers in-office, flexible hours with part-time options.
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Senior Financial Planning Administrator | Client & Ops Lead in Wimborne Minster 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
