Wealth Administrator

Job Title - Wealth Administrator Location -Exeter (EX2) Salary - Highly competitive Role Type -Full-time, PermanentWe are an established Senior Partner Practice of St. James''s Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice. The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team.This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice.About the Role - Wealth Administrator We are looking for a Wealth Administrator to join our client service team in Exeter. This is a key operational role within a high-quality wealth management practice. The Wealth Administrator acts as a core support partner to our financial planners, helping to deliver an excellent client experience through accurate administration, strong organisation, responsive communication, and reliable process management.You will be part of the engine room of the firm''s client service proposition - helping ensure client reviews, follow-ups, records, workflows, and day-to-day processes run smoothly, accurately and on time.Key Responsibilities - Wealth Administrator The successful candidate will:Own client servicing tasks for our ..... full job details .....