Financial Services PA | Client Ops & Salesforce Pro
Listed on 2026-10-11
-
Finance & Banking
Banking & Finance, Business Administration, Office Administrator/ Coordinator
St. James's Place Wealth Management, Sevenoaks-based Partner Practice, is seeking a professional Personal Assistant to support the Practice Principle and the Financial Planners in all client and business operations. The role offers office-based, full-time hours and a competitive salary with benefits.
You will manage end-to-end processes, maintain accurate systems (including Salesforce), and provide a high level of service while collaborating with the Practice Manager and fellow PAs.
The following role is for a Financial Services PA | Client Ops & Salesforce Pro with St. James's Place Wealth Management.
Are you ready to take on the Financial Services PA | Client Ops & Salesforce Pro role es's Place Wealth Management?
We would love to welcome a new Financial Services PA | Client Ops & Salesforce Pro to our team in Ightham, England, United Kingdom.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).