Remote SJP Wealth Planning Administrator

PA / Wealth Planning Administrator (Wealth Planning)FULLY REMOTE - SJP Partner PracticeSalary: £35,000 - £45,000 depending upon experienceAbout the OpportunityOur 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 RoleThis 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 ResponsibilitiesProvide high-level PA support to the Practice PrincipalManage administration across reviews and servicingCommunicate professionally with clients via email, phone and videoMaintain accurate, compliant records using SJP systemsIdentify opportunities to refine processes and improve client experienceServe as escalation point for complex admin or service queriesAbout YouThe ideal candidate will be an organised, confident communicator with a background within an SJP Partner Practice or a regulated financial services environment.Essential Skills and ExperienceProven experience in a senior wealth planning administration position within an SJP practiceExperience within an SJP Partner PracticeExceptional organisation and multitasking skillsExcellent attention to detailStrong understanding of compliance, confidentiality and regulated environmentsConfident using remote working ..... full job details .....