Wealth Management Specialist

2 weeks ago


London, Greater London, United Kingdom St. James's Place Full time
Wealth Management Opportunities

St. James's Place plc is a leading provider of wealth management services, offering bespoke financial advice and products to high net worth individuals.

In this role, you will work closely with our Wealth Managers to deliver exceptional client support, managing client review meetings and updating confidential financial reviews. You will also handle incoming calls and provide administrative assistance as needed.

Key requirements for this position include relevant experience in wealth management or financial services, proficiency in Salesforce software, strong communication skills, and excellent organizational abilities.

The salary for this role is estimated to be between £23,000 - £30,000 per annum, based on experience. This provides an attractive opportunity for continuous learning and development, with the chance to progress and complete CII exams within the company.

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