Cranleigh Personnel
Guildford, UK
PA / Wealth Planning Administrator (Wealth Planning) FULLY REMOTE - SJP Partner Practice Salary: £35,000 - £45,000 depending upon experience About the Opportunity 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/Administrator to join their team. The Role 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. Key Responsibilities 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...