At a Glance
- Tasks: Support financial advisors by managing client interactions and preparing meeting materials.
- Company: Join St. James's Place, a leading name in Financial Services and Wealth Management.
- Benefits: Enjoy a generous benefits package and full training for career progression.
- Other info: Dynamic office environment in Edinburgh with a focus on teamwork and innovation.
- Why this job: Kickstart your finance career with hands-on experience and growth opportunities.
- Qualifications: Proactive attitude and willingness to learn; no prior experience required.
The predicted salary is between 25000 - 32000 £ per year.
St. James s Place plc is seeking a proactive Business Administrator in Edinburgh to support a busy Financial Services and Wealth Management office.
You will greet clients, arrange meetings, gather information from providers, and assist 4 advisors in meeting preparations, using a range of systems and AI tools.
Full training is offered with opportunities to progress to technical administration and paraplanning, plus a generous benefits package.
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Finance Administrator - Paraplanning Career Path employer: St. James's Place Wealth Management
As a Senior Administrator at our Gravesend location, you will join a dynamic and supportive team within a prestigious Partner Practice of St. James’s Place Wealth Management. We pride ourselves on fostering a collaborative work culture that encourages professional growth, offering excellent benefits and a highly competitive salary, all while being part of a successful firm dedicated to delivering exceptional client service. With opportunities for further training and development, including the potential to achieve a Level 4 Diploma in Financial Services, this role is perfect for those looking to advance their career in a rewarding environment.
Contact Details:
St. James's Place Wealth Management Recruitment Team
