The Role: Financial Services Administrator The Person: Financial Services Administrator * Proven work experience as an Administrator ideally within Financial Services, Advice, Wealth Management, or an IFA regulated environment. We are a small, family run financial advice and wealth management firm, part of the St. James's Place network. We are looking for a professional and personable Administrator to join the team and become the 'operational backbone' of the practice, supporting the advisers and helping deliver a smooth, high quality client experience from first enquiry through to onboarding, implementation, and ongoing reviews. You will take ownership of key admin workflows, keep records and client files in excellent order, liaise with providers, and help ensure our exemplary client service standards are met consistently across the full client lifecycle.
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