At a Glance
- Tasks: Provide top-notch admin support and manage client paperwork with precision.
- Company: Join St. James’s Place Wealth Management, a leader in client-focused financial services.
- Benefits: Enjoy competitive pay, professional growth, and a supportive team environment.
- Other info: Be part of a dynamic team in a rewarding and collaborative workplace.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong admin skills and a passion for delivering excellent client service.
The predicted salary is between 29700 - 36300 £ per year.
St.
James’s Place Wealth Management is seeking a Senior Financial Planning Administrator for our Wimborne Minster office.
The role focuses on delivering efficient administrative support, processing client paperwork, quotations, illustrations and valuations, and ensuring service standards are met.
You will work closely with advisers to support client experiences with discretion and professionalism.
The successful candidate will manage client queries, collaborate with a small team, and contribute
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Senior Financial Planning Admin — Elite Client Experience in Wimborne Minster 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
