St. James’s Place plc, via its Partner Practice, seeks a Financial Services Administrator to join a friendly, proactive team handling client inquiries and administrative tasks in an in-office setting.
The role offers progression within the SJP Accreditation framework. You will manage onboarding, fund transfers, correspondence for pension transfers, fund switches, and Salesforce data maintenance while delivering high levels of service and discretion to clients.
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Financial Services Administrator — In-Office Client Support 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.
