St. James's Place Wealth Management, Sevenoaks-based Partner Practice, is seeking a professional Personal Assistant to support the Practice Principle and the Financial Planners in all client and business operations. The role offers office-based, full-time hours and a competitive salary with benefits.
You will manage end-to-end processes, maintain accurate systems (including Salesforce), and provide a high level of service while collaborating with the Practice Manager and fellow PAs.
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Financial Services PA | Client Ops & Salesforce Pro 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
