St. James’s Place Wealth Management
Joseph James has extensive experience in the financial services sector, currently serving as an Investment Adviser and Senior Partner Lending Advisor at St. James’s Place since September 2017, where responsibilities also include roles as a Private Client Operations Specialist. Prior to this, Joseph James worked as a Finance Administrator at TRIOS COMPLIANCE LIMITED from September 2015 to August 2017, building a solid foundation in finance and client management.
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