SJP Administrator / Junior Paraplanner - FULLY REMOTE
other jobs Cranleigh Personnel
Added before 4 Days
- England,South East,Surrey
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
SJP Wealth Planning Administrator / Junior Paraplanner (Wealth Planning)
FULLY REMOTE — SJP Partner Practice
Salary: £38,000 - £45,000 depending upon experience and fantastic bonus scheme - paid both monthly ongoing and an additional end of year bonus.
About the Opportunity
Our client is a successful and growing St. James’s Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As their Practice continues to expand, they are seeking an experienced Administrator / Junior Paraplanner to join their team.
The Role
The Administrator / Junior Paraplanner would suit someone who is hands-on, highly organised and comfortable balancing providing detailed administrative work with some paraplanning duties - although the more technical paraplanning will be outsourced.
Key Responsibilities
*provide technical administrative support for the practice, with additional junior paraplanning duties
About You
The ideal candidate will be an organised, confident communicator with a background within an SJP Partner Practice.
Essential Skills & Experience
*Proven experience in a technical admin role with a desire and interest in the paraplanning side as well
*Experience within an SJP Partner Practice
*Exceptional organisation and multitasking skills
*Excellent attention to detail
*Strong understanding of compliance, confidentiality and regulated environments
*Confident using remote working tools (Teams, Outlook, CRM systems, etc.)
Personal Qualities
*Professional and client-focused
*Calm under pressure with a solutions-driven mindset
*Proactive, reliable and able to manage competing priorities
*Process-improver who enjoys driving efficiencies
What Our Client Offers
*Fully remote working
*Fantastic and above average bonus scheme
*Professional development and access to SJP training
*Supportive, collaborative team culture
FULLY REMOTE — SJP Partner Practice
Salary: £38,000 - £45,000 depending upon experience and fantastic bonus scheme - paid both monthly ongoing and an additional end of year bonus.
About the Opportunity
Our client is a successful and growing St. James’s Place Wealth Management Partner Practice known for delivering an exceptional, client-centred financial advice service. As their Practice continues to expand, they are seeking an experienced Administrator / Junior Paraplanner to join their team.
The Role
The Administrator / Junior Paraplanner would suit someone who is hands-on, highly organised and comfortable balancing providing detailed administrative work with some paraplanning duties - although the more technical paraplanning will be outsourced.
Key Responsibilities
*provide technical administrative support for the practice, with additional junior paraplanning duties
About You
The ideal candidate will be an organised, confident communicator with a background within an SJP Partner Practice.
Essential Skills & Experience
*Proven experience in a technical admin role with a desire and interest in the paraplanning side as well
*Experience within an SJP Partner Practice
*Exceptional organisation and multitasking skills
*Excellent attention to detail
*Strong understanding of compliance, confidentiality and regulated environments
*Confident using remote working tools (Teams, Outlook, CRM systems, etc.)
Personal Qualities
*Professional and client-focused
*Calm under pressure with a solutions-driven mindset
*Proactive, reliable and able to manage competing priorities
*Process-improver who enjoys driving efficiencies
What Our Client Offers
*Fully remote working
*Fantastic and above average bonus scheme
*Professional development and access to SJP training
*Supportive, collaborative team culture
Job number 3659024
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Company Details:
Cranleigh Personnel
Company size: 5–9 employees
Industry: Financial Services
Hello from Cranleigh Personnel! We are a specialist recruitment agency for the Wealth Planning industry. Established over 10 years, we have built an e...