Company: St. James's Place Wealth Management
Location: Shaftesbury
Job Description:
St. James’s Place Partner Practice in Shaftesbury is seeking a Financial Services Administrator to join a friendly, proactive team.
You will support advisers by handling client inquiries, submitting new business and fund transfers, and maintaining accurate client records. You will manage Salesforce and ensure timely processing within agreed timescales, offering excellent customer service, and contributing to a positive customer journey.
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Posted: October 11th, 2026