At a Glance
- Tasks: Provide high-level PA support and manage administration for a growing wealth management practice.
- Company: Join a successful St. James’s Place Wealth Management Partner Practice known for exceptional client service.
- Benefits: Enjoy fully remote work, a fantastic bonus scheme, and professional development opportunities.
- Other info: Ideal for proactive individuals who thrive in a dynamic, remote working environment.
- Why this job: Be part of a supportive team culture while making a real impact in wealth planning.
- Qualifications: Experience in wealth planning administration and strong organisational skills are essential.
The predicted salary is between 35000 - 45000 £ per year.
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
Remote SJP Wealth Planning Administrator in Surrey employer: Cranleigh Personnel
As a fully remote employer, our client offers a fantastic opportunity for experienced PA/Wealth Planning Administrators to thrive in a supportive and collaborative team culture. With a focus on professional development and access to SJP training, employees can expect not only competitive salaries but also an above-average bonus scheme that rewards hard work and dedication. This role is perfect for those seeking meaningful employment in a dynamic environment where their contributions are valued and growth is encouraged.
StudySmarter Expert Advice🤫
We think this is how you could land Remote SJP Wealth Planning Administrator in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those familiar with SJP practices. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Prepare for virtual interviews by practising your tech skills. Make sure you're comfortable using tools like Teams and Outlook, as these will be crucial in your role. A smooth interview experience can really set you apart!
✨Tip Number 3
Show off your organisational skills during interviews. Bring examples of how you've improved processes or managed multiple tasks effectively. This will demonstrate your proactive approach and fit for the role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our supportive team culture.
We think you need these skills to ace Remote SJP Wealth Planning Administrator in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of a Wealth Planning Administrator. Highlight your experience in PA support and administration, especially within an SJP Partner Practice. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your organisational skills and how you've improved processes in previous roles. We love a good story!
Showcase Your Communication Skills:Since you'll be communicating with clients regularly, it's crucial to demonstrate your communication skills in your application. Use clear and professional language, and don’t forget to mention any experience you have with remote communication tools like Teams or Outlook.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you brush up on your knowledge of SJP and the wealth planning sector. Familiarise yourself with their services, values, and any recent news. This will show that you're genuinely interested in the role and understand the company’s mission.
✨Showcase Your Organisation Skills
Since the role requires exceptional organisation and multitasking skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritised and maintained attention to detail under pressure.
✨Communicate Like a Pro
As you'll be communicating with clients and the Practice Principal, practice your communication skills. Think about how you can convey complex information clearly and professionally. Consider doing mock interviews to refine your responses.
✨Be a Process Improver
The job calls for someone who enjoys refining processes. Come prepared with ideas on how you could improve existing workflows or enhance client experiences. This shows initiative and aligns with the company's focus on driving efficiencies.
