SJP Wealth Planning Administrator
other jobs Cranleigh Personnel
Added before 8 Days
- England,South East,Oxfordshire
- Full Time, Permanent
- £33,000 - £45,000 per annum
Job Description:
SJP Wealth Planning Administrator (Wealth Planning)
Location: Outskirts Oxford
Salary: £33,000 - £45,000 depending upon experience
About the Opportunity
Our client is a successful and growing St. James’s Place Wealth Management Practice entering a new phase of growth. As their Practice continues to expand, they are seeking an experienced Wealth Planning Administratorto join their team.
The Role
This role would suit someone who is highly organised and comfortable with providing detailed administrative work across multiple Advisers in a pod system.
About You
The ideal candidate will have experience working within an SJP Partner Practice and be interested in a varied workload across a wide range of administration duties.
Essential Skills & Experience
*Proven experience in a varied admin role
*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, salesforce, 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
*Hybrid working
*Fantastic discretionary bonus scheme
*Professional development and progression into paraplanning if desired in the future
*Supportive, collaborative team culture
If you are interested in the role and have SJP experience, then please apply!
Location: Outskirts Oxford
Salary: £33,000 - £45,000 depending upon experience
About the Opportunity
Our client is a successful and growing St. James’s Place Wealth Management Practice entering a new phase of growth. As their Practice continues to expand, they are seeking an experienced Wealth Planning Administratorto join their team.
The Role
This role would suit someone who is highly organised and comfortable with providing detailed administrative work across multiple Advisers in a pod system.
About You
The ideal candidate will have experience working within an SJP Partner Practice and be interested in a varied workload across a wide range of administration duties.
Essential Skills & Experience
*Proven experience in a varied admin role
*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, salesforce, 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
*Hybrid working
*Fantastic discretionary bonus scheme
*Professional development and progression into paraplanning if desired in the future
*Supportive, collaborative team culture
If you are interested in the role and have SJP experience, then please apply!
Job number 3676015
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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...