What we do

We work extensively with Partners of the St.&nbsp; James's Place Partnership all over the UK, helping them find support staff and run a central recruitment portal and vacancies list for them.
We also manage the recruitment process for the annual St. James's Place Wealth Management Graduate Programme.

Who you'll work with

All Partners within the St. James's Place Partnership and St. James's Wealth Management plc
Other SME's - these range from Property, Financial, Engineering&nbsp; and other businesses

What you'll get

Client Servicing Administrator Location: &nbsp;Annitsford, Cramlington Salary: Competitive with excellent benefits and bonus Hours: Full Time&nbsp; An excellent opportunity has arisen for a proactive and resourceful Client Servicing Administrator to join the team at Sleight Wealth Management Ltd, who are a well-established and successful Partner Practice of St. James’s Place Plc. (SJP) Ideally you will have been working in Financial Services and have a good all-round knowledge which you are looking to expand and develop.&nbsp; The Role: Client Servicing Administrator&nbsp; As part of a fast-paced team, you will be responsible for liaising with existing clients to schedule review meetings in line with the Client Servicing requirements. You will be making appointments for the Partners and Advisors, and preparing reports and associated documentation You will be dealing with a wide variety of administrative tasks so will need time management, organisational and planning skills You will be managing the database of clients and the diaries of the Partner and Advisors You also will help to plan and deliver on various marketing activities for the Practice. The Person: Client Servicing Administrator&nbsp; This is an interesting and challenging role that would suit a confident, resilient, and professional individual who enjoys using their initiative and someone who has a positive, sales orientated working style You will enjoy a client facing role and have the ability to build rapport swiftly You will need excellent written communication skills; and a broad experience of Microsoft Office (Outlook, Word, Excel) You’ll be a self-starter and with the ability to work with little or no supervision, and a creative approach to problem solving. It is essential that you are confident in dealing with third parties and&nbsp;can work&nbsp;with total discretion St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High-Net-Worth client base. SJP has funds under management in excess of 168bn. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Client Servicing Administrator

Senior Technical Administrator (including some Report writing) Location : Thornbury (Bristol), with other locations at Chipping Sodbury &amp; Wotton-under-Edge. Salary: 35,000 Bonus and entensive benefits package including 5% ER Pension, Vitality vouchers and Flexi-working hours. This is a full-time (35 hours), office based role. We operate a flexi-working hours policy where everyone is required to be in the office between 10am and 3pm Monday to Friday. Other contractual hours can be worked between 7am and 7pm. Working as part of the team at Bryant Associates Wealth Management Ltd who are a Senior Partner Practice of St. James’s Place Plc. An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James’s Place Senior Partner Practice. You will be based in Thornbury, with flexible working available across our locations, writing reports in respect of the business generated by the Financial Advisers within the Practice and managing cases through to completion. Bryant Associates Wealth Management is well established and highly successful, operating since 1995. The Role: Senior Technical Administrator As a Technical Administrator your role will include: Checking CFR’s Collating client information Preparing suitability letters and illustrations Managing cases to completion Working with internal processing systems Ensuring that the business obtained is being processed compliantly and in a timely way Liaising with third parties on a daily basis You will have the opportunity to progress with professional development and qualifications Assisting Junior Administrators to understand the processes and systems. The Person: Senior Technical Administrator This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is highly organised, enjoys using their initiative and who has a 'can do’ working style. It is essential that you are a self-starter and happy working with little or no supervision Ideally, you will SJP system experience, or have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified and/or have significant industry experience Ideally you have used the CRM, Salesforce You will need to have experience of the administration of IHT and/or Pension and/or Investment products You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion SJP Platinum PSS Accrediation preferably. St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has Funds Under Management in excess of 150bn. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Senior Technical Administrator

Paraplanner Location - Remote Salary - 40,000 (DoE) Benefits Hours - 8.30am - 5.30pm (Mon - Thurs) 8.30am - 4.30pm (Friday) We are an SJP Partner Practice looking to appoint an experienced SJP Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisors/Partners to present to clients As our Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated. There may be opportunities to attend or even host client facing meetings from time to time. You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. Paraplanner Requirements You should be an experienced SJP Paraplanner with great report writing skills Level 4 Diploma is desirable but not required if you have good paraplanning experience You will have experience of Life, Pension and Investment products Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of 168.2bn. This practice is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Paraplanner

Paraplanner Location - Edinburgh or Stirling Salary - 35,000 - 45,000 (depending on experience and qualifications excellent benefits package) Hours - Full Time - hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an experienced Paraplanner to join their growing team. You will be part or fully qualified, with fully funded support (and salary enhancements) available as you progress to Diploma or Chartered status. The role is to join the existing Paraplanning team, providing technical expertise to support and assist in the Advice process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You will be working closely with the Advisory team, and their Administrators to ensure business is accurately and compliantly processed and CRM/back-office systems are correctly updated. You will be on hand to give advice on technical queries and will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs. The Practice prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives. Paraplanner Requirements You should be an experienced Paraplanner with great report writing skills You will have experience of a variety of financial planning solutions including investment, retirement, tax, and estate planning You will have the skills and knowledge to prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models You will have excellent IT skills and be familiar with all major research systems (e.g. Analytics, Voyant etc) St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of 168.2bn. This business Is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.