Paraplanning and Administration

3 days ago

Edinburgh, United Kingdom Anna Miller Wealth Management Ltd Full time

**PLEASE ONLY APPLY IF YOU HAVE SJP EXPERIENCE - THANK YOU**:

- Provide a comprehensive personal and confidential administrative service to all clients
- Adhere to procedures and systems which will ensure the efficient running of two solo partnership practices - Anna Miller and Hugo Cannon
- To prioritise work appropriately to meet competing demands
- Investigate and respond to client and partner queries in a timely manner
- Maintain appropriate filing and record systems, including confidential documents and files to ensure immediate access when required
- Assist with monitoring and reporting for client reviews
- Assist with taking initial CFR’s report and working with the partners to build full Paraplanning case for BA and client acceptance. Follow up with onboarding clients and ensuring funds are brought in smoothly. Diarising for reviews (quarterly, half yearly or annually)

**The Person: Skills & Experience**

As anAdministrator and Paraplanner, you will need:

- Proven work experience within SJP system is useful but not essential. Financial Services experience is useful but not essential
- Experience working with Policy Services useful
- Excellent customer service and the ability to build rapport
- Good time management and planning skills
- Strong working knowledge of Excel, Word and other Microsoft Office Programs. Salesforce and Ibusiness highly valued.
- Strong willingness for personal development and to learn
- Ability to work under pressure and meet deadlines
- Adaptable, flexible and self motivated
- Flexible working hours and location (hybrid of work from home and in office)

**The Rewards**:

- Attractive salary package and discretionary bonus opportunities
- 21 days holiday
- Build the role as you help develop two strong wealth management businesses

SJP experienced, looking to grow in their role and still keep flexibility. Well rewarded with capacity to improve their earnings as they help practices grow. Professional and high quality client bases. This is respected role by the partners and good communication will underline success for both parties

**Salary**: £23,000.00-£30,000.00 per year

**Benefits**:

- Flexitime
- Work from home

Schedule:

- 8 hour shift
- Flexitime

Supplemental pay types:

- Bonus scheme
- Performance bonus

**Experience**:

- SJP Administrative Assistants & Receptionists: 1 year (required)

Work Location: Hybrid remote in Edinburgh

Reference ID: Paraplanning/Admin SJP Partner

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