Senior Financial Planning Admin — Elite Client Experience
Job in
Wimborne Minster, Dorset County, BH21, England, UK
Listed on 2026-08-05
Listing for:
St. James's Place Wealth Management
Full Time
position Listed on 2026-08-05
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
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
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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