Administrator​/PA

Company Description

Westerham Financial Services Ltd is a Senior Partner Practice of St. James’s Place Wealth Management, providing tailored, personal financial advice to help clients achieve their life goals through structured financial management. The company emphasizes long-term client relationships and maintains a high level of client satisfaction, with many new clients referred by existing ones. The firm is led by Ben Curry, a Chartered Financial Planner and Fellow of the Chartered Insurance Institute.

Westerham Financial Services offers services supported by the trusted standards of St. James’s Place Wealth Management.

This is a full-time Administrator / PA role located in Borough Green. The role will provide support to the Partner and Advisers and Practice Manager to ensure that the Partner’s relationships between their clients can be optimised and assist with the daily operation of the office. The Administrator / PA will provide high level technical and administrative support to the Financial Advisers and the rest of the team.

They will complete high level technical and administrative tasks, ensure accurate record-keeping, support client service activities, process new business applications and assist with the preparation of financial documentation for new and existing clients. The role involves effective communication with clients and team members to support the ...