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Wealth Management Associate - Remote

Remote / Online - Candidates ideally in
Leeds, West Yorkshire, ME17, England, UK
Listing for: Exchange Street Claims & Financial Services
Remote/Work from Home position
Listed on 2026-01-15
Job specializations:
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 35000 GBP Yearly GBP 35000.00 YEAR
Job Description & How to Apply Below

Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one.

Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average.

Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine.

But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again.

Please note that this is a remote working role.

HERE'S WHAT YOU'LL NEED:
  • Candidates MUST have experience of working as a financial planning administrator in a St James's Place Partner Practice.
  • You’ll have good attention to detail and a conscientious mindset.

Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch....

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Position Requirements
10+ Years work experience
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