SJP Wealth Planning Administrator (Wealth Planning)

Location: Outskirts Oxford

Salary: £33,000 - £45,000 depending upon experience

About the Opportunity

Our client is a successful and growing St. James’s Place Wealth Management Practice entering a new phase of growth. As their Practice continues to expand, they are seeking an experienced Wealth Planning Administratorto join their team.

The Role

This role would suit someone who is highly organised and comfortable with providing detailed administrative work across multiple Advisers in a pod system.

About You

The ideal candidate will have experience working within an SJP Partner Practice and be interested in a varied workload across a wide range of administration duties.

Essential Skills & Experience

• Proven experience in a varied admin role
• 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, salesforce, 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

• Hybrid working
• Fantastic discretionary bonus scheme
• Professional development and progression into paraplanning if desired in the future
• Supportive, collaborative team culture

If you are interested in the role and have SJP experience, then please apply!