St. James’s Place plc (SJP) is seeking a Technical Administrator in Epsom to support advisers by gathering and analysing financial information and portfolio data for client reviews and recommendations.
You will work alongside the Partner, manage cases to completion, prepare suitability letters, and liaise with third parties, with training on the relevant IT systems and compliance processes. Preferred qualifications include Level 4 Dip PFS or FPC, CRM experience (Salesforce), and a professional,
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Wealth Management Technical Administrator in Epsom 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.
