Remote SJP Administrator (Part Time) 20–25 Hours Per Week - £35,000 – £40,000 FTE -Fully Remote (UK)
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- England,London,City of London
- Part Time, Permanent
- £35,000 - £40,000 per annum
Job Description:
A well-established St. James’s Place (SJP) Partner Practice is looking to recruit an experienced SJP Administrator / Junior Paraplanner to join their team in a fully remote role.
This remote SJP role offers excellent flexibility and would suit someone with previous SJP experience who enjoys supporting advisers, preparing client meetings and working with Voyant cashflow modelling within an SJP advice environment.
The role is part time (20–25 hours per week) and fully remote, offering a salary of £35,000 – £40,000 FTE depending on experience.
Key Responsibilities
• Preparing client meeting packs including agendas, analysis, reports and publications
• Supporting advisers within the SJP advice framework
• Preparing annual review documentation for SJP client meetings
• Completing meeting follow ups including CFR updates, drawdown review letters and ongoing advice letters
• Business submission through SJP systems
• Processing fund switches and Letters of Authority (LOA’s)
• Supporting advisers with basic paraplanning tasks
• Ensuring documentation is compliant with regulatory and compliance deadlines
• Supporting financial planning using Voyant cashflow modelling
• Running planning scenarios using Voyant modelling software
• Carrying out analysis using FE Analytics and Voyant
• Supporting advisers delivering advice within the SJP framework
Experience Required
To be considered you must have previous SJP experience and a strong understanding of SJP systems and processes.
Essential experience includes:
• Previous St. James’s Place (SJP) administration experience
• Experience working within an SJP Partner Practice
• Understanding of SJP processes, systems and client servicing
• Experience preparing client meetings within an SJP advice environment
• Strong knowledge of Voyant cashflow modelling
• Experience running planning scenarios using Voyant
• Experience using FE Analytics
• Understanding of regulatory and compliance requirements
• Ability to work effectively in a fully remote role
Why This Role Is Attractive
• Fully remote position
• Flexible part time hours (20–25 per week)
• Opportunity to work regularly with Voyant cashflow modelling
• Join an established SJP Partner Practice
• Competitive £35k – £40k FTE salary
• Ideal for someone seeking a flexible remote SJP role
Apply
For a confidential discussion or to apply please contact: Laura McKendry
This remote SJP role offers excellent flexibility and would suit someone with previous SJP experience who enjoys supporting advisers, preparing client meetings and working with Voyant cashflow modelling within an SJP advice environment.
The role is part time (20–25 hours per week) and fully remote, offering a salary of £35,000 – £40,000 FTE depending on experience.
Key Responsibilities
• Preparing client meeting packs including agendas, analysis, reports and publications
• Supporting advisers within the SJP advice framework
• Preparing annual review documentation for SJP client meetings
• Completing meeting follow ups including CFR updates, drawdown review letters and ongoing advice letters
• Business submission through SJP systems
• Processing fund switches and Letters of Authority (LOA’s)
• Supporting advisers with basic paraplanning tasks
• Ensuring documentation is compliant with regulatory and compliance deadlines
• Supporting financial planning using Voyant cashflow modelling
• Running planning scenarios using Voyant modelling software
• Carrying out analysis using FE Analytics and Voyant
• Supporting advisers delivering advice within the SJP framework
Experience Required
To be considered you must have previous SJP experience and a strong understanding of SJP systems and processes.
Essential experience includes:
• Previous St. James’s Place (SJP) administration experience
• Experience working within an SJP Partner Practice
• Understanding of SJP processes, systems and client servicing
• Experience preparing client meetings within an SJP advice environment
• Strong knowledge of Voyant cashflow modelling
• Experience running planning scenarios using Voyant
• Experience using FE Analytics
• Understanding of regulatory and compliance requirements
• Ability to work effectively in a fully remote role
Why This Role Is Attractive
• Fully remote position
• Flexible part time hours (20–25 per week)
• Opportunity to work regularly with Voyant cashflow modelling
• Join an established SJP Partner Practice
• Competitive £35k – £40k FTE salary
• Ideal for someone seeking a flexible remote SJP role
Apply
For a confidential discussion or to apply please contact: Laura McKendry
Job number 3501926
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