St. James’s Place Partner Practice in Shaftesbury is seeking a Financial Services Administrator to join a friendly, proactive team.
You will support advisers by handling client inquiries, submitting new business and fund transfers, and maintaining accurate client records. You will manage Salesforce and ensure timely processing within agreed timescales, offering excellent customer service, and contributing to a positive customer journey.
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Financial Services Admin Pro — Client Care & Operations in Shaftesbury 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
