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

Cranleigh Personnel
Posted 6 hours ago, valid for 25 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Wealth Planning Administrator position offers a salary range of £30,000 to £35,000, depending on experience.
  • The role requires candidates to have prior experience working within a St James Place (SJP) practice.
  • This position allows for remote work, with only 1-2 days per month required in the office located in City, London.
  • The successful candidate will provide full administrative support to a small team of advisers and paraplanners.
  • The role includes opportunities for professional development and exam support towards paraplanning.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.