Wealth Planning Administrator - 1-2 days per month in office

Posted 5 November by Cranleigh Personnel

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Wealth Planning Administrator - 1-2 x DAY PER MONTH IN OFFICE (SJP Practice)

Location: City, London ( 1 -2 days in the office, rest remote working)

Salary: £30,000 - £35,000 depending upon experience

Hours: Full time

Are you a Wealth Planning Administrator currently working for another St James Place practice, however currently working in the office full time or hybrid, and looking for more remote work?

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

The role/Company:

  • This SJP practice operate remotely, however have a base at the City Office - during induction you would be in the office full time for 1 x week, however after this then its 1-2 days per month in the office.
  • This is a boutique practice with 2 Advisers, 2 Paraplanners and 1 x Administrator
  • You will have full exam support and development into paraplanning - in time and if desired
  • You will be providing full admin support to the team, working in close contact with clients and managing the Advisers diaries.

As a Wealth Planning Administrator

  • You will need previous experience within an SJP practice

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

Required skills

  • Administrative Support
  • Financial Services
  • Pensions
  • Structured Finance
  • Telephone Manner

Application question

Do you have specific experience of working at SJP?

Reference: 53964141

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