Senior Wealth Planning Administrator (SJP Practice) - Cranleigh Personnel : Job Details

Senior Wealth Planning Administrator (SJP Practice)

Cranleigh Personnel

Job Location : Rochester, UK

Posted on : 27/01/2025 - Valid Till : 11/03/2025

Job Description :

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.

Salary : 32000 - 45000

Apply Now!

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