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Practice support specialist

Milton Keynes
Shenley Private Wealth
Posted: 3 August
Offer description

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We are seeking a bright, ambitious, and detail-focused individual to join our team as a Practice Support Specialist at Shenley Private Wealth, a Senior Partner Practice of St. James's Place.

This is a fantastic opportunity to launch or develop your career within the dynamic world of financial services. You'll gain invaluable, real-world experience, setting the stage for a successful and rewarding future in the industry.

Responsibilities

* Providing proactive administrative support to financial advisor and the wider team
* Assisting with the preparation and processing of client documentation, ensuring all records are accurate and up to date
* Managing client interactions via phone, email, and in person, always delivering exceptional service
* Ensuring all activities are compliant with financial regulations and internal policies
* Supporting the preparation of client review packs, reports, and other key documentation
* Maintaining and updating CRM and internal systems with client and transaction details (full training provided)
* Liaising with product providers to gather and confirm policy information
* Handling all tasks with the highest level of confidentiality and attention to detail

Qualifications

* GCSE Maths – Grade 5 or above
* GCSE English – Grade 5 or above


Seniority level

* Seniority level

Entry level


Employment type

* Employment type

Full-time

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