St. James’s Place plc is seeking a proactive Client Services Administrator to join a St. James’s Place Partner Practice. You will support advisers’ clients, manage enquiries, and handle administrative tasks and fund movements within tight deadlines.
You will work with Salesforce, grow your knowledge through the SJP accreditation path, and contribute to a confidential, professional service for high-net-worth clients.
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Client Services Specialist - Wealth Management in Cheltenham employer: Burgh Recruitment Ltd
Join a dynamic team in Summertown, North Oxford, where your role as a Financial Services Administrator will be pivotal in delivering exceptional client service within a highly respected practice. Enjoy a supportive work culture that values professional growth, offers competitive salaries with bonuses, and fosters a collaborative environment among Advisers and Paraplanners, ensuring you thrive in your career while making a meaningful impact.
