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Permanent

Financial Services Administrator

St. James's Place Wealth Management
Alton
money-bag £28000 Annual
Posted: 11 July 2026 (Today)
Closing date: 10 August 2026
Ref: 3137202293

Financial Services Administrator Location: Alton (GU34) Salary: £28k - £32k depending on experience plus bonus scheme Working as part of the team at Capital Planning Partners (Holdings) Ltd who are an Appointed Representative of St. James s Place Plc. An excellent opportunity has arisen for a professional Financial Services Administrator to work in Denmead or Alton. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice. The Role: Financial Services Administrator You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice You will be a point of contact for clients and third parties dealing with general enquiries You will be responsible for business submission using bespoke software You will need to ensure that business is processed accurately and within agreed timescales You will have some previous experience and knowledge of financial services but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation framework The Person: Financial Services Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a can do working style. You will have been ..... full job details .....

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