St. James’s Place Wealth Management is seeking a Technical Administrator in the Epsom area to support advisers by writing reports related to business generated and ensuring timely, compliant processing.
The role involves checking CFRs, collating client information, and preparing suitability letters and illustrations for reviews and new business. You will liaise with third parties, manage cases to completion, and gain exposure to the SJP Accreditation framework while advancing your career within
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Wealth Management Operations Administrator in Epsom 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
