Senior Wealth Planning Administrator (SJP Practice)

Overview

Senior Wealth Planning Administrator (SJP Practice)

Location: Rochester

Salary: £32,000 – £45,000 depending upon experience

Hours: Full time, Hybrid Working 3 days in the office

 

Are you currently working for a smaller SJP practice and are looking to join a larger practice?

Or are you feeling like your career is developing enough with your current SJP practice?

Would you like to join a company which offers hybrid working?

 

If so, then we may have the opportunity for you…

 

The role/Company:

This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.

As a Wealth Planning Administrator:

You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

If you are ready for a change to an expanding SJP practice then please apply.

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    Senior Wealth Planning Administrator (SJP Practice)

    Overview

    Senior Wealth Planning Administrator (SJP Practice)

    Location: Rochester

    Salary: £32,000 – £45,000 depending upon experience

    Hours: Full time, Hybrid Working 3 days in the office

     

    Are you currently working for a smaller SJP practice and are looking to join a larger practice?

    Or are you feeling like your career is developing enough with your current SJP practice?

    Would you like to join a company which offers hybrid working?

     

    If so, then we may have the opportunity for you…

     

    The role/Company:

    This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
    You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
    You will be dealing with a wide range of administrative duties and client services.

    As a Wealth Planning Administrator:

    You will need previous experience within an SJP practice
    You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

    If you are ready for a change to an expanding SJP practice then please apply.

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      Location: Rochester

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      Hours: Full time, Hybrid Working 3 days in the office

       

      Are you currently working for a smaller SJP practice and are looking to join a larger practice?

      Or are you feeling like your career is developing enough with your current SJP practice?

      Would you like to join a company which offers hybrid working?

      If so, then we may have the opportunity for you…

       

      The role/Company:

      • This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
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      As a Wealth Planning Administrator:

      • You will need previous experience within an SJP practice
      • You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

      If you are ready for a change to an expanding SJP practice then please apply.

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    Overview

    Senior Wealth Planning Administrator (SJP Practice)

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    Salary: £32,000 – £45,000 depending upon experience

    Hours: Full time, Hybrid Working 3 days in the office

     

    Are you currently working for a smaller SJP practice and are looking to join a larger practice?

    Or are you feeling like your career is developing enough with your current SJP practice?

    Would you like to join a company which offers hybrid working?

     

    If so, then we may have the opportunity for you…

     

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    This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
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    You will be dealing with a wide range of administrative duties and client services.

    As a Wealth Planning Administrator:

    You will need previous experience within an SJP practice
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    If you are ready for a change to an expanding SJP practice then please apply.

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      Are you currently working for a smaller SJP practice and are looking to join a larger practice?

      Or are you feeling like your career is developing enough with your current SJP practice?

      Would you like to join a company which offers hybrid working?

      If so, then we may have the opportunity for you…

       

      The role/Company:

      • This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
      • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
      • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
      • You will be working closely with a range of Advisers and providing full admin support from start to finish

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      • You will need previous experience within an SJP practice
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      If you are ready for a change to an expanding SJP practice then please apply.

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    Senior Wealth Planning Administrator (SJP Practice)

    Overview

    Senior Wealth Planning Administrator (SJP Practice)

    Location: Rochester

    Salary: £32,000 – £45,000 depending upon experience

    Hours: Full time, Hybrid Working 3 days in the office

     

    Are you currently working for a smaller SJP practice and are looking to join a larger practice?

    Or are you feeling like your career is developing enough with your current SJP practice?

    Would you like to join a company which offers hybrid working?

     

    If so, then we may have the opportunity for you…

     

    The role/Company:

    This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
    You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
    You will be dealing with a wide range of administrative duties and client services.

    As a Wealth Planning Administrator:

    You will need previous experience within an SJP practice
    You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

    If you are ready for a change to an expanding SJP practice then please apply.

    Related Jobs

    • Paraplanner – Part of Fully Qualified

      Job Type: Paraplanners

      Location: Fareham

      Paraplanner – Part of Fully Qualified

      Location: Fareham

      Salary: £28,000 – £36,000 depending upon experience

       

      • Are you an experienced Paraplanner, looking for a role that has close collaboration

      with advisers, admin support and the opportunity to work closely and build

      relationships with clients?

      • Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and

      grow within a stable and supportive team

      Either way, this company could be for you.

       

      The opportunity:

      • Our client is an established IFA, based in purpose built offices just outside Fareham
      • The company is a boutique wealth planning practice with 17 x members of staff
      • This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

      Benefits with this role:

      • They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
      • Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
      • For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
      • The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
      • BH, rising to 22 and with 3 days given in-between Christmas and New Year
      • They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.

       

      So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

      Read More

    • Wealth Planning Administrator / Trainee Paraplanner

      Job Type: Sales Support

      Location: Sissinghurst

      Wealth Planning Administrator / Trainee Paraplanner

      Location: Sissinghurst outskirts, Kent

      Salary: £26,000 – £29,000 depending upon experience

      Hours: Full time, Office based

       

      Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?

      Or are you an Administrator looking to move into a trainee Paraplanning role?

      If so, then we may have the opportunity for you…

       

      The role/Company:

      • This wealth planning practice is based near Sissinghurst and there are 24 in the company.
      • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
      • You will have full support in this Trainee Paraplanner role, supported by two experienced Paraplanners
      • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
      • You will be working closely with a range of Advisers and gain a variety of technical experience

       

      As a Wealth Planning Administrator / Trainee Paraplanner:

      • You will need previous experience within a wealth planning practice or pensions company
      • You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

      If you are ready for a change to an expanding practice then please apply.

      Read More

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      Job Type: IFA Administration

      Location: Rochester

      Wealth Planning Administrator (SJP Practice)

      Location: Rochester

      Salary: £32,000 – £35,000 depending upon experience

      Hours: Full time, Hybrid Working 3 days in the office

       

      Are you currently working for a smaller SJP practice and are looking to join a larger practice?

      Or are you feeling like your career is developing enough with your current SJP practice?

      Would you like to join a company which offers hybrid working?

      If so, then we may have the opportunity for you…

       

      The role/Company:

      • This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
      • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
      • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
      • You will be working closely with a range of Advisers and providing full admin support from start to finish

      As a Wealth Planning Administrator:

      • You will need previous experience within an SJP practice
      • You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

      If you are ready for a change to an expanding SJP practice then please apply.

      Read More

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837