Wealth Planning Administrator (SJP Practice)

About the role

We are seeking a Wealth Planning Administrator to join a growing SJP practice located on the outskirts of Oxford. This full‑time position offers a blend of office and hybrid working, allowing you to develop your technical administration skills while supporting a single adviser.

Key responsibilities

• Assist the partner with processing new business and preparing client illustrations.
• Handle day‑to‑day administrative tasks related to wealth planning and SJP documentation.
• Maintain accurate client records and ensure compliance with regulatory requirements.
• Provide support for exam preparation, including diploma and chartered qualifications.

Required profile

• Previous experience working within an SJP (Securities & Investment) practice.
• Motivation to pursue professional qualifications (support provided).
• Strong attention to detail and ability to manage multiple tasks.

Required skills

• Proficiency in standard office software (e.g., Microsoft Office).

What we offer

• Salary range £26,000‑£40,000 per year, dependent on experience.
• 25 days holiday plus bank holidays, birthday off, and a mental health day.
• 7% employer pension contribution and discretionary bonus up to 20% annually.
• Full exam support and clear pathways for professional development.