Finance Administrator - Paraplanning Career Path

St. James's Place Wealth Management

Screened

City of Edinburgh, Scotland

Posted 2 days ago

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About the role

St. James s Place plc is seeking a proactive Business Administrator in Edinburgh to support a busy Financial Services and Wealth Management office.

You will greet clients, arrange meetings, gather information from providers, and assist 4 advisors in meeting preparations, using a range of systems and AI tools. Full training is offered with opportunities to progress to technical administration and paraplanning, plus a generous benefits package.

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About this listing

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