ST. JAMES'S PLACE WEALTH MANAGEMENT PLC  Reviews

Hello! The Junior/Trainee Paraplanner-IFA Administrator - Wealth Management Administrator position requires previous experience in a Financial Planning Administrator role. The responsibilities include managing back-office administration, updating client files, and drafting client correspondence. The salary for this position ranges from £24,000.00 to £40,000.00 per year, and there is a yearly bonus as a supplemental pay type. Do you know what specific financial services qualifications are desired for this role? Also, are there opportunities for professional development and training within the company?

Based on the job offer, there is an opportunity to work as an Executive Assistant/Client Service Administrator at a Wealth Management practice in Beckenham, South East London. The responsibilities include managing diaries, scheduling client meetings, handling administration tasks, and maintaining client records. It is mentioned that previous experience in a Financial Planning Administrator role is required, along with strong knowledge of investments and pensions. However, it would be helpful to know if there are any specific financial services qualifications that are preferred for this role. Additionally, the job offer mentions that there are other adhoc benefits provided by the Director throughout the year. Could someone provide more details about these additional benefits?