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Permanent

Senior Wealth Planning Administrator / PA - FULLY REMOTE

Cranleigh
money-bag 10000-500000 Annual
3089818793
Posted Today

PA / Administration Team Leader (Wealth Planning)FULLY REMOTE - SJP Partner Practice Salary: £40,000 - £45,000 depending upon experience and fantastic bonus scheme - paid both monthly ongoing and an additional end of year bonus.About the OpportunityOur 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/Admin Team Leader to oversee their remote administration function and support the Managing Partner in providing a high-quality service.The RoleThe PA/Admin Team Leader will play a key part in ensuring the smooth running of the practice''s day-to-day operations. 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 ResponsibilitiesOversee and allocate workloads to ensure deadlines and SJP compliance are metProvide high-level PA support to the Practice Principal Manage administration across reviews and servicingCommunicate professionally with clients via email, phone and videoMaintain accurate, compliant records using SJP systemsIdentify opportunities to refine processes and improve client experienceServe as escalation point for complex admin or service queriesAbout YouThe ideal candidate will be an organised, confident communicator with a background in team leadership within an SJP Partner ..... full job details .....

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