St. James’s Place Wealth Management is seeking a Technical Administrator in the Epsom area to support advisers by writing reports related to business generated and ensuring timely, compliant processing.
The role involves checking CFRs, collating client information, and preparing suitability letters and illustrations for reviews and new business. You will liaise with third parties, manage cases to completion, and gain exposure to the SJP Accreditation framework while advancing your career within
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