At a Glance
- Tasks: Analyse client needs, prepare reports, and support the Paraplanning Manager.
- Company: Respected St. James’s Place Wealth Management practice in London.
- Benefits: Competitive salary, bonus, 25 days leave, and full study support.
- Other info: Supportive environment with excellent long-term career prospects.
- Why this job: Join a growing team with clear career progression and professional development opportunities.
- Qualifications: Minimum 2 years SJP experience, strong communication, and IT skills.
The predicted salary is between 40500 - 49500 £ per year.
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
- 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
- A minimum of 2 years experience working within a St. James’s Place practice (essential).
- 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
- 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.
- 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?
- 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.
- #J-18808-Ljbffr
SJP Senior Administrator / Paraplanner employer: Anthony Alexandra
Join a well-established and growing financial services firm that prides itself on its supportive work culture and commitment to employee development. With over 50 years of industry expertise, this independent advisory offers excellent career progression opportunities and the chance to work with a diverse range of clients, ensuring you can make a meaningful impact in the property finance sector. Enjoy a collaborative environment where your contributions are valued, and you can thrive alongside a dedicated team of professionals.
StudySmarter Expert Advice🤫
We think this is how you could land SJP Senior Administrator / Paraplanner
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Anthony Alexandra. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace SJP Senior Administrator / Paraplanner
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Anthony Alexandra.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Anthony Alexandra's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Anthony Alexandra
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Anthony Alexandra.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Anthony Alexandra will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Anthony Alexandra employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
