Remote SJP Administrator (Part Time) 20-25 Hours Per Week - £35,000 - £40,000 FTE -Fully R
A well-established St. James''s Place (SJP) Partner Practice is looking to recruit an experienced SJP Administrator / Junior Paraplanner to join their team in a fully remote role.This remote SJP role offers excellent flexibility and would suit someone with previous SJP experience who enjoys supporting advisers, preparing client meetings and working with Voyant cashflow modelling within an SJP advice environment.The role is part time (20-25 hours per week) and fully remote, offering a salary of £35,000 - £40,000 FTE depending on experience.Key Responsibilities• Preparing client meeting packs including agendas, analysis, reports and publications • Supporting advisers within the SJP advice framework • Preparing annual review documentation for SJP client meetings • Completing meeting follow ups including CFR updates, drawdown review letters and ongoing advice letters • Business submission through SJP systems • Processing fund switches and Letters of Authority (LOA''s) • Supporting advisers with basic paraplanning tasks • Ensuring documentation is compliant with regulatory and compliance deadlines • Supporting financial planning using Voyant cashflow modelling • Running planning scenarios using Voyant modelling software • Carrying out analysis using FE Analytics and Voyant • Supporting advisers delivering advice within the SJP frameworkExperience RequiredTo be considered you must have previous SJP experience and a strong understanding of SJP systems and processes.Essential ..... full job details .....
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