Wealth Administrator

Job Title - Wealth Administrator
Location - Exeter (EX2)

Salary - Highly competitive

Role Type - Full-time, Permanent

We are an established Senior Partner Practice of St. James’s Place, based in Exeter. We work with individuals, families, and business owners to provide high-quality financial planning and wealth management advice.
The firm is currently entering an important phase of growth and development, with a clear focus on excellent client outcomes, professional standards, operational discipline, and long-term career development for our team.

This is an excellent opportunity for someone who wants to build a meaningful career in a professional wealth management environment while contributing to a growing and ambitious practice.

About the Role - Wealth Administrator

We are looking for a Wealth Administrator to join our client service team in Exeter.

This is a key operational role within a high-quality wealth management practice. ...