At a Glance
- Tasks: Support advisers and clients with financial planning and ensure high service standards.
- Company: St. James's Place Wealth Management, a leader in wealth management.
- Benefits: Competitive salary up to £35,000, flexible hours, and a supportive work environment.
- Other info: Opportunity for both full-time and part-time roles in a thriving company.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong administrative skills and clear communication abilities are essential.
The predicted salary is between 31500 - 38500 £ per year.
St. James's Place Wealth Management is seeking a Senior Financial Planning Administrator in Wimborne Minster, Dorset. The role offers in‑office work with full or part‑time hours and potential for up to £35,000 depending on experience.
You will support advisers and clients, prepare quotations, illustrations and valuations, and ensure service standards are met with discretion. The ideal candidate has strong administrative skills, can handle pressure, and communicates clearly with clients and third
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Senior Financial Planning Specialist 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
