Wealth Administrator

Job Title - Wealth Administrator
Location - Exeter (EX2)
Salary - Up to £33,000 depending on experience
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. The Wealt...