We are recruiting for a Practice Administrator to join a very successful family run practice of St. James’s Place Wealth Management based in Welwyn, Hertfordshire.
The successful candidate will... ideally have experience of supporting a Financial Advisor in an administrative capacity in their career
Overall job purpose
Reporting to the Practice Manager, the Practice Administrator will provide operational administrative and organisational support to the Practice assisting with the administration, client servicing, and back-office processing side of the business.
The Practice Administrator role will have a good mix of requirements of the role, including Client / Team communications, Meeting Preparation, Administration and Business Processing.
Client / Team...