At a Glance
- Tasks: Provide essential admin support and manage client paperwork with professionalism.
- Company: Join a family-run practice affiliated with St. James’s Place Wealth Management.
- Benefits: Enjoy flexible hours and a supportive work environment.
- Other info: Opportunity to grow within a reputable financial services firm.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in administration and strong communication skills are essential.
The predicted salary is between 49500 - 60500 £ per year.
Burgh Recruitment is seeking a Senior Financial Planning Administrator to join a family-run practice affiliated with St. James’s Place Wealth Management Plc.
You will provide essential admin support, generating client paperwork, quotations, illustrations and valuations, and processing new business documents to required standards.
The role requires handling Adviser and client queries with professionalism and discretion, using Salesforce CRM.
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Senior Financial Planning Admin:Client Focus, Flexible Hours in Wimborne Minster employer: Burgh Recruitment
Join a dynamic and supportive team at a leading Partner Practice of St. James's Place Wealth Management in Gravesend, where your contributions as a Senior Administrator will be valued and rewarded. With a highly competitive salary, excellent benefits, and a focus on professional development, this role offers a unique opportunity to grow within a fast-paced environment that prioritises client service excellence and innovative solutions. Experience a collaborative work culture that encourages proactive ideas and fosters career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
