Office-Based PA to Finance Partners | Growth & Training

St. James’s Place Wealth Management in Sevenoaks is seeking a professional Personal Assistant to support the Practice Principle and Financial Planners in client and business operations.

This full-time, office-based role requires high standards of service and adherence to regulatory processes. You will maintain Salesforce, liaise with clients and third parties, and work with the Practice Manager to resolve issues and guide other staff.

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