Experienced SJP Financial Administrators Hybrid role - 2/3 days in the office per week
Working for a medium sized SJP practice - £30k - £45k depending on experience + benefits
My client is a medium sized SJP practice who have been operating for 10 years and have built a lasting reputation for providing the highest levels of advice to over 2000 clients across Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections. The business has a full team of admins and paraplanners who work remotely and support 10+ Advisers with all their affairs and aiding them in providing the highest quality service to their HNW clients who are retirees, City professionals, families with varying levels of assets. The minimum capital requirement for a client is £100k and the top clients have over £5m to invest.
A vacancy has been created within the business for Financial Administrator/Client Services Consultant with SJP experienced (essential) to support a team of Chartered Advisers on end to end administration and client servicing with the occasional support during busy period with processing new business. The role will suit an experienced Financial Administrator with at least 3 years of administration experience within SJP. The ability to process high volumes of cases will be essential for this role but in order to do so you can work fully remotely and manage your own time and affairs. The MD trusts his staff to complete their work to deadlines within the confines of their own home and setup.
If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions