Wealth Management Technical Administrator – Reports & Compliance in Epsom

Wealth Management Technical Administrator – Reports & Compliance in Epsom

Epsom Full-Time On-site
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St. James s Place plc's Partner Practice in Epsom is seeking a professional Technical Administrator. You will gather and analyse financial information, prepare suitability letters and illustrations, and manage cases to completion.

You will work closely with the Partner, gain exposure to CFR checks, client servicing and third-party liaison, and benefit from the opportunity to progress within the SJP accreditation framework.

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Wealth Management Technical Administrator – Reports & Compliance in Epsom employer: Confidential

As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.

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Contact Details:

Confidential Recruitment Team