Wealth Planning Administrator; SJP Practice

Wealth Planning Administrator (SJP Practice)

Location:
Oxford outskirts

Salary: £26,000 - £40,000 depending upon experience

Hours:
Full Time - Office or Hybrid options available

• Are you looking for a role which can develop your technical administration skills?
• Or do you feel that your career isn't developing enough with your current SJP practice?

If so, then we may have the opportunity for you

The role/Company:

• This SJP practice is based near Oxford supporting 1 x Adviser
• 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 the Partner processing of new business, providing illustrations and any associated admin tasks.

As a Wealth Planning Administrator:

• You will need previous experience within a 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.

What our client offers:

• 25 days holiday plus bank holidays + Your birthday off if a working day, plus one mental health day
• 7% employer pension contribution + discretionary bonus up to 20% per annum

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