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St. James's Place Wealth Management jobs

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TECHNICAL ADMINISTRATOR

Checking CFR s. Collating client information. Preparing suitability letters and illustrations. Managing cases to completion. Working with internal processing systems. You will be given full training on the relevant IT systems. En...

CompanySt. James's Place Wealth Management
AddressGloucestershire, England
CategoryAdministrative
SalaryCompetitive
Job typePermanent
Date Posted a week ago See detail

Technical Administrator

St. James's Place Wealth Management

Gloucestershire, England

Competitive

Checking CFR s. Collating client information. Preparing suitability letters and illustrations. Managing cases to completion. Working with internal processing systems. You will be given full training on the relevant IT systems. En...

a week ago seen See more...

Client Services Administrator

St. James's Place Wealth Management

Hook, Wiltshire

£22,000 - £26,000/annum DoE + Bonus & Excellent Benefits

You will be providing administrative support to the Managing Director / Client Support Manager. You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the o...

3 weeks ago seen See more...

Administrator

St. James's Place Wealth Management

Kibworth Beauchamp, Leicestershire

£23,000 - £30,000/annum dependent on experience 

You will deal with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. You will manage and collate key data for reports and portfolio reviews. Dealing with enquiries and correspondence...

a month ago seen See more...

Financial Administrator

St. James's Place Wealth Management

Whittle-le-Woods, Lancashire

£25,000/annum

Contacting third party providers by telephone to obtain information. Meeting and greeting clients. Answering and directing phone calls. Preparing client files for the advisers meetings. Managing the database of clients and s...

2 months ago seen See more...

Top Jobs

Administrator, Data Analyst, Paraplanner, Financial Administrator, Financial Adviser, Technical Administrator, Mortgage Broker, Wealth Management, Client Service Administrator,

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