Employment Type : Full-Time
New opportunity: Senior Wealth Management Administrator Suitable for long-term administrator / future practice manager. Role overview We are recruiting for a full time Senior Wealth Management Administrator to support a Senior Partner within a successful principal partner practice of St. James’s Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an oper...
Employment Type : Full-Time
Wealth Management & Mortgage Administrator Location: Knightsbridge, London - In office Permanent, Part-time position / 3-4 days per week, potential for full time for the right candidate Hours: 09:00 - 17:30 although this can be slightly flexible Salary: 26,000 - 32,000 (pro-rata, depending on number of days) Job specification: Partner Support Staff (PSS) covering all aspects including PA, administration and business processing, working as pa...
Employment Type : Full-Time
New Opportunity - Practice Manager / Senior Wealth Management Administrator - Moorgate London We are recruiting for an experienced Wealth Management Practice Manager with some paraplanning experience to work within a highly successful Principal Partner Practice of St. James’s Place Wealth Management based in Moorgate, London. Role overview In order for the Senior Partner to continue to provide holistic advice and manage a small team of advisers ...
Employment Type : Full-Time
New opportunity: PRACTICE MANAGER Suitable for long-term administrator / practice manager. Role overview We are recruiting for a full time Practice Manager to support a Senior Partner within a successful principal partner practice of St. James’s Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an operational level with a mix of client servicing, busin...
Employment Type : Full-Time
We are working with a well-established SJP Practice based in Chobham, Surrey that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You will need to have excellent problem solving skills and be able to prioritise your workload whilst working independently or part of the team. We are looking for candidat...
Employment Type : Full-Time
My client is a highly successful and well-established Wealth Management firm (SJP) based in London, currently seeking a versatile IFA Administrator eager for a new opportunity in Wealth Management. The company offers a flexible hybrid working arrangement. In this role, you will provide technical administrative support to a Partner, handling UHNW (Ultra High Net Worth) and complex cases involving pensions, investments, IHT, estate planning, and p...
Employment Type : Full-Time
Financial Services Administrator Location: Bolton, BL1 5BP Salary: 23,000 - 26,000 per annum Loyalty Bonus Performance Bonus Job Type: Full-time, Permanent (35 hours per week, office based) A well-established Wealth Management firm based in Bolton is seeking a proactive and detail-oriented Financial Services Administrator to join their growing team. This is an exciting opportunity to work within a dynamic and supportive environment, providing vi...
Employment Type : Full-Time
The Company : A high-performing Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. Office Location: Central Leeds Hybrid/Home Working: No - 100% office-based Package: 28-30k base annual bonus and full company benefits: 25 days holiday stats, 5% pension, 2xDIS Private & Medical Insurance; plus a 35pm wellbeing allowance Bonus: Highly rew...
Employment Type : Full-Time
My client, a well-established and highly successful Wealth Management firm (SJP) based in London, is seeking a versatile IFA Administrator to join their team. This is an excellent opportunity for someone looking to advance their career in wealth management, with the added benefit of a flexible, hybrid working pattern. In this role, you will support a Partner by handling technical-level administration for Ultra High Net Worth clients, managing co...
Employment Type : Full-Time
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. The successful candidate will be responsible for the Paraplanning within this highly successful Practice. They need to be highly skilled in writing suitability re...