Wealth Planning Adminsitrator

Financial Services Administrator

Location: Swindon outskirts

Salary: £22,000 - £26,000 depending upon experience

Hours: Full time, office based

Are working for a smaller SJP practice i and are looking to join a larger practice with

more career progression?

Or are you feeling like your career is developing enough with your current SJP practice?

Or maybe you have IFA experience and looking to transition to SJP?

If so, then we may have the opportunity for you...

The role/Company:

• This SJP practice is based on the outskirts of Swindon and has over 21 in the team
• They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
• You will be providing a high level of technical and administrative support to the team
• You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers

As a Financial Services Administrator:

• You will need previous experience within an SJP practice (or IFA) with experience of processing new business
• You will have experience of the administration of IHT and /Investment products
• You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.

If you are ready for a change to an expanding SJP practice, then please apply.