St. James's Place Wealth Management is seeking a Wealth Management Administrator to join a Senior Partner Practice working remotely. You will act as the go-to contact for clients and third parties, handling general enquiries and coordinating information flows.
The role involves submitting new business, managing fund transfers, and maintaining up-to-date client records in Salesforce. You will support annual reviews, diary management for Partners, and ensure timely processing of all client
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Remote Wealth Management Administrator Client Data Support in City of London employer: St. James's Place Wealth Management
Join a highly respected St. James’s Place Partner Practice in Risby, Bury St Edmunds, where you will be part of a friendly and collaborative team dedicated to delivering exceptional service. Enjoy a competitive salary and benefits, along with opportunities for personal growth and skill development in a fast-paced environment that values your contributions. This role offers the chance to make a meaningful impact while working alongside motivated colleagues who are committed to success.
Contact Details:
St. James's Place Wealth Management Recruitment Team
