Hybrid Financial Admin Specialist | Excel & Client Support

Company: St. James's Place Wealth Management
Apply for the Hybrid Financial Admin Specialist | Excel & Client Support
Location: Cheltenham
Job Description:

St. James’s Place Wealth Management is seeking a Technical Administrator for a busy Cheltenham practice. This hybrid, full-time role supports colleagues and clients with a range of administrative tasks and data handling.

You will manage client databases, prepare reports and portfolio reviews, respond to enquiries, and liaise with SJP admin teams. Training is provided and there is scope to develop your knowledge in a fast-paced environment.

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Posted: October 3rd, 2026