St. James’s Place Partner Practice in the Shaftesbury area is recruiting a Financial Services Administrator to support advisers and clients with general enquiries, funds transfers, pension transfer information, and administrative tasks.
You will manage Salesforce, deliver high service levels, submit new business, calculate funds, and keep client records up to date, with the chance to progress within the accreditation framework.
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Client‑Focused Financial Services Administrator in Shaftesbury 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.
