Wealth Planning Administrator (SJP)

Wealth Planning Administrator (SJP Practice)

Location: Rochester

Salary: £28,000 - £35,000 (Depending on Experience)

Hours: Full Time, Hybrid Working (3 Days in the Office)

Are you currently working for a smaller SJP practice and ready to take your career to the next level? Or perhaps you're seeking more career development opportunities and flexibility in your current role? If so, our client may have the perfect opportunity for you.

Why Join Our Client?

• Career Growth: As part of a rapidly expanding SJP practice, you'll have fantastic opportunities for development. Our client supports your growth, whether you're completing your Diploma or progressing with Chartered exams.
• Hybrid Working: Enjoy a balanced work life with the flexibility to work from home 2 days a week, and 3 days in the office near Rochester.
• Team Environment: Work within a collaborative admin team of 5, supporting 9 highly experienced advisers.

Key Responsibilities:

• Providing comprehensive administrative support to advisers from start to finish, ensuring smooth management of client affairs.
• Assisting in new business processing, preparing client documentation, managing adviser diaries, and liaising with clients as needed.

What Our Client Offers:

• Full Exam Support: Whether you're pursuing further professional qualifications or want to advance to Chartered status, our client provides full backing to help you succeed.
• A Growing, Dynamic Practice: Be part of a firm that's in the middle of significant growth, offering long-term stability and career progression opportunities.
• Collaborative Work Environment: Join a supportive and close-knit team that values hard work and career development.

What Our Client is Looking For:

• Experience: Previous experience working within an SJP (St. James's Place) practice is essential.
• Qualifications: Professional qualifications are a plus but not essential-if you're keen to progress, our client will fully support your journey.
• Skills: Excellent organizational skills, attention to detail, and the ability to manage multiple priorities.

If you're ready to make a change and join a growing, forward-thinking SJP practice, our client would love to hear from you. Apply today to explore this exciting opportunity!