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Wealth Planning Administrator (SJP Practice)

Cranleigh Personnel
Posted 15 days ago, valid for 11 days
Location

London, Greater London EC1R 0WX

Salary

£25,000 - £35,000 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 is located in the City of London with a salary range of £33,000 - £40,000 depending on experience.
  • The role is full-time and offers opportunities for career growth within a larger SJP practice that is currently expanding.
  • Candidates should have prior experience in an SJP practice or as an IFA, ideally in a wealth planning admin role.
  • Professional qualifications are preferred, but support for further development will be provided.
  • The company offers full exam support for candidates pursuing their Diploma or Chartered exams.

Wealth Planning Administrator (SJP Practice)

Location: City, London

Salary: £33,000 - £40,000 depending upon experience

Hours: Full time

Are you currently working for a smaller SJP practice and are looking to join a larger practice?

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

Or maybe you are currently working in an IFA but are looking to transition to SJP

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

The role/Company:

  • This SJP practice is based in the City and 40 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 have full exam support and development - whether that’s completing your Diploma or continuing your Chartered exams
  • You will be working closely with a range of Advisers and providing full admin support

As a Wealth Planning Administrator

  • You will need previous experience within an SJP practice or IFA
  • You will have experience either in a wealth planning admin role
  • You may have taken some professional qualifications already or be keen to continue, 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.

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.