At a Glance
- Tasks: Support financial planners and manage client operations in a dynamic office environment.
- Company: Join St. James's Place Wealth Management, a leader in financial services.
- Benefits: Full-time role with training, progression opportunities, and a supportive team.
- Other info: Exciting career growth within the SJP Accreditation framework.
- Why this job: Be part of a thriving practice and make a difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 25650 - 31350 £ per year.
St.
James's Place Wealth Management is recruiting a professional Personal Assistant to join a Partner Practice in Sevenoaks.
The role supports the Practice Principle and allocated Financial Planners in client and business operations, in a full-time, office-based environment.
You will manage end-to-end processes, liaise with clients and third parties, and maintain accurate systems and records, including Salesforce.
Training and progression within the SJP Accreditation framework are offered.
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Financial Services PA | Client Ops & Salesforce Pro in Sevenoaks 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
