Financial Services PA | Client Ops & Salesforce Pro

St. James’s Place Wealth Management is recruiting a professional Personal Assistant to join a Partner Practice in Sevenoaks. The role supports the Practice Principle and allocated Financial Planners in client and business operations, in a full-time, office-based environment.

You will manage end-to-end processes, liaise with clients and third parties, and maintain accurate systems and records, including Salesforce. Training and progression within the SJP Accreditation framework are offered.

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