Full job descriptionPA / Wealth Planning Administrator (Wealth Planning)
FULLY REMOTE — SJP Partner Practice
Salary: £35,000 - £45,000 depending upon experience
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 PA/Administrator to join their team.
The Role
This role suits someone who is hands-on, highly organised and comfortable balancing providing 1-1 PA support to the MD with detailed administrative work.
Key Responsibilities
*Provide high-level PA support to the Practice Principal
*Manage administration across reviews and servicing
*Communicate professionally with clients via email, phone and video
*Maintain accurate, compliant records using SJP systems
*Identify opportunities to refine processes and improve client experience
*Serve as escalation point for complex admin or service queries
About You
The ideal candidate will be an organised, confident communicator with a background within an SJP Partner Practice or a regulated financial services environment.
Essential Skills & Experience
*Proven experience in a senior wealth planning administration position within an SJP practice
*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