Client‑Focused Financial Services Administrator

Company: Burgh Recruitment Ltd
Apply for the Client‑Focused Financial Services Administrator
Location: Shaftesbury
Job Description:

St. James’s Place Partner Practice in the Shaftesbury area is recruiting a Financial Services Administrator to support advisers and clients with general enquiries, funds transfers, pension transfer information, and administrative tasks.

You will manage Salesforce, deliver high service levels, submit new business, calculate funds, and keep client records up to date, with the chance to progress within the accreditation framework.

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Posted: October 12th, 2026