Financial Planning Administrator

Overview

Financial Planning Administrator

Location:
Cirencester (Hybrid working pattern available)

Salary:
Highly Competitive + Benefits (25 days holiday + Bank Holidays)

Hours:
Full time

Are you an enthusiastic Financial Planning Administrator eager for your next role with a vision to meaningfully contribute to a growing business? Could you fulfil a vital support function within this busy office?

An excellent opportunity has arisen for a professional Financial Planning Administrator to join this progressive and supportive St. James’s Place (SJP) Partner Practice.

This will suit someone who is proactive, well-organised, and eager to develop within a growing financial planning business. The Practice specialises in meeting the financial needs of Private Clients, Business Owners, Retirees and Medical Professionals.

You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise. The Practice fosters a professional and innovative environment where the whole team share their skills and knowledge to deliver an unrivalled level of service to their clients.

You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.

• Support and manage administrative tasks to assist Advisers in delivering client service.
• Work as part of a team to manage the business generated by Advisers with professional and innovative service.

• Proactive, well-organised with a desire to develop within a growing financial planning business.
• Opportunity to progress within the SJP Accreditation framework.

Location:

Cirencester (Hybrid working pattern available);
Salary:
Highly Competitive + Benefits (25 days holiday + Bank Holidays);

Hours:

Full time