St. James's Place Practice in Greater London is seeking an experienced Senior Practice Support Specialist to join its team.
The role delivers exceptional client service while supporting day-to-day operations of a busy financial planning practice. Working closely with the Practice Manager, Partners and Advisers, you will manage client administration, coordinate new business processing, onboarding, and client reviews with a focus on accuracy, efficiency and regulatory compliance across systems
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Senior Practice Support Specialist - Wealth Ops employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
