St. James’s Place plc (SJP) is seeking a Technical Administrator in Epsom to support advisers by gathering and analysing financial information and portfolio data for client reviews and recommendations.
You will work alongside the Partner, manage cases to completion, prepare suitability letters, and liaise with third parties, with training on the relevant IT systems and compliance processes. Preferred qualifications include Level 4 Dip PFS or FPC, CRM experience (Salesforce), and a professional,
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Epsom
Working as part of the team at an Appointed Representative of St.
KT18, Epsom, Surrey
Technical Administrator Location: Epsom / Leatherhead and surrounds Salary: Highly Competitive plus bonus Working as part of the team at an…
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St.
Brighton
Our client is a well-established St.
Cheltenham
An excellent opportunity has arisen for a professional Client Services Administrator to join this friendly and proactive St.
Cheltenham
James’s Place plc is seeking a proactive Client Services Administrator to join a St.
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