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Training Administrator

4 months ago

Harborough Leicestershire, United Kingdom St. James's Place Wealth Management Full time €23,000 - €30,000

Full time 37.Could you fulfil a vital support function within a busy office?

James’s Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.

You will manage and collate key data for reports and portfolio reviews

* Managing the database of clients for the Partner and Advisors

* Training will be given and there is scope within this role to progress and develop your knowledge within this exciting and fast paced environment.

Proven work experience as an Administrator or within an office support role. Financial Services experience is preferred but not essential

* Good time management and planning skills

* Strong working knowledge of Excel, Word, and other Microsoft Office Programs

* James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

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