This is an exciting opportunity for a Client Services Administrator to provide Client support to the Managing Director / Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
Working as part of the team at an Appointed Representative of St. James's Place Plc.
The Practice strives to create a professional and innovative environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients
As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience.
The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.
Our Wiltshire-based client is seeking a dedicated professional to manage customer orders from initial enquiry to confirmed order, ensuring seamless coordination and exceptional service.
A varied and newly created role, this is a full-time opportunity based at our client's Head Office in Brinkworth, complete with resident office dogs!
Are you a dynamic and experienced Sales Coordinator ready to make a significant impact in a fast-growing company?