SJP Wealth Planning Administrator / Junior Paraplanner (Wealth Planning)

FULLY REMOTE — SJP Partner Practice

Salary: £38,000 - £45,000 depending upon experience and fantastic bonus scheme - paid both monthly ongoing and an additional end of year bonus.

About the Opportunity

Our client is a successful and growing St. James’s Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As their Practice continues to expand, they are seeking an experienced Administrator / Junior Paraplanner to join their team.

The Role

The Administrator / Junior Paraplanner would suit someone who is hands-on, highly organised and comfortable balancing providing detailed administrative work with some paraplanning duties - although the more technical paraplanning will be outsourced.

Key Responsibilities

• provide technical administrative support for the practice, with additional junior paraplanning duties

About You

The ideal candidate will be an organised, confident communicator with a background within an SJP Partner Practice.

Essential Skills & Experience

• Proven experience in a technical admin role with a desire and interest in the paraplanning side as well
• Experience within an SJP Partner Practice
• Exceptional organisation and multitasking skills
• Excellent attention to detail
• Strong understanding of compliance, confidentiality and regulated environments
• Confident using remote working tools (Teams, Outlook, CRM systems, etc.)

Personal Qualities

• Professional and client-focused
• Calm under pressure with a solutions-driven mindset
• Proactive, reliable and able to manage competing priorities
• Process-improver who enjoys driving efficiencies

What Our Client Offers

• Fully remote working
• Fantastic and above average bonus scheme
• Professional development and access to SJP training
• Supportive, collaborative team culture