As an Administrator at Solasta Wealth Management, you will play a vital role as part of our fast-paced team.
As an appointed representative of St. James's Place Wealth Management, we pride ourselves on delivering exceptional service and tailored solutions to meet our clients' needs.
Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.
You will assist the Client Services Team Leader to provide our services to our clients and also assist our agents in the field.
The primary purpose of the role is to deliver an excellent customer service and experience for both the Company and its customers by working in our Client Services team.
The role is located in our Romford office and involves working with a growing team that works across a range of working times to deliver the full range of services we provide.
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
Company
Our client is a boutique wealth planner, asset manager and employee benefits specialist.