Company: Burgh Recruitment Ltd
Location: Epsom
Job Description:
St. James’s Place plc (SJP) is seeking a Technical Administrator in Epsom to support advisers by gathering and analysing financial information and portfolio data for client reviews and recommendations.
You will work alongside the Partner, manage cases to completion, prepare suitability letters, and liaise with third parties, with training on the relevant IT systems and compliance processes. Preferred qualifications include Level 4 Dip PFS or FPC, CRM experience (Salesforce), and a professional,
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Posted: October 12th, 2026