Details:
- Salary: £35,000 - 42,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: London
- Date: 3 days ago
Description:
Are you an experienced St. James’s Place Senior Administrator or Paraplanner looking for a role where you can develop your career, gain professional qualifications, and progress within a growing wealth management practice?
A highly respected St. James’s Place Wealth Management practice in London is expanding and is looking to appoint an experienced SJP professional to join its supportive and collaborative team. This newly created role offers genuine long-term career opportunities, with clear progression into Paraplanning, Practice Management, or Financial Advice.
The Role
You will provide paraplanning and technical administrative support to the Paraplanning Manager and the Practice Manager including, but not limited to;
* Analyse clients’ requirements, develop cash flow models, complete calculations and accurately record client data;
* Prepare suitability letters and reports, taking full responsibility for the client files and back office IT records throughout the advice process;
* Gathering and chasing ceding information from Providers;
* Prepare client reports and suitability letters, updating cash flow models, investment performance reviews;
* Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
* Undertake administrative tasks to support the Paraplanning Manager & Practice Manager as necessary;
* Undertake continuous professional development to meet regulatory requirements and personal development needs.
About You
To be successful in this role, you’ll have:
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A minimum of 2 years experience working within a St. James’s Place practice (essential).
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You will be articulate, numerate and have experience in the areas of Inheritance Tax Planning, Pensions, Investments and Protection as well as composing accurate suitability letters
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You must have a can-do attitude, be able to show initiative, work well on your own and as part of a team, have excellent IT skills and be a strong communicator.
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It is essential that you are professional and confident in dealing with Advisers and third parties, have excellent communication skills and can work with total discretion
What’s on Offer?
* £35,000 - £42,000 basic salary.
* Discretionary annual bonus.
* 25 days’ annual leave plus bank holidays.
* Additional time off over the Christmas period
* Full study support towards professional qualifications
* Clear, structured career progression.
* A supportive, friendly and growing practice with excellent long-term opportunities.
If you’re looking for your next step within St. James’s Place and want to join a business that genuinely invests in its people, we’d love to hear from you