Wealth Planning Administrator
Based Outskirts Bristol
Salary £33,000 - £37,000 depending upon experience + 10% Employers Pension Contribution + Discretionary Bonus
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 Administrator to join their team.
The Role
This role would suit a career Wealth Planning Administrator 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 working tools including 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
*10% Employer pension contribution after 12 months
*Discretionary bonus scheme
*25 days holiday + Bank Holiday
*Supportive, collaborative team culture
If you are interested in the role and have SJP experience, then please apply!