Senior Wealth Planning Administrator / PA - FULLY REMOTE

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.

Our 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 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.

• Oversee and allocate workloads to ensure deadlines and SJP compliance are met
• Provide high-level PA support to the Practice Principal
• Manage administration across reviews and servicing
• Communicate professionally with clients via email, phone and video
• Maintain accurate, compliant records using SJP systems
• Identify opportunities to refine processes and improve client experience
• Serve as escalation point for complex admin or service queries

The ideal candidate will be an organised, confident communicator with a background in team leadership within an SJP Partner Practice or a regulated financial services environment.

• Proven experience in a senior PA/Admin role or team leader position within an SJP practice
• Experience within an SJP Partner Practice
• Exceptional organisation and multitasking skills
• Excellent attention to detail
• Strong understanding of compliance, confidentiality and regulated environments
• Confident using remote working tools (Teams, Outlook, CRM systems, etc.)

• Professional and client-focused
• Calm under pressure with a solutions-driven mindset
• Proactive, reliable and able to manage competing priorities
• Process-improver who enjoys driving efficiencies

• Fully remote working
• Fantastic and above average bonus scheme
• Professional development and access to SJP training
• Supportive, collaborative team culture