Wealth Manager in Training – Practice Admin & PA

Shearwater Recruitment is assisting a central London SJP wealth practice to recruit a Practice Administrator & PA who will support the team with diary management, case writing and general admin. A clear pathway exists to progress into a Wealth Manager role within around three years.

You will work in Salesforce, handle routine tasks, and learn the business from the ground up through the practice’s training programme, with a structured handover from the current holder.

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