Your Resourcing Partner Limited

Wealth Management Administrator Do you get real satisfaction from perfectly completed CFRs, accurate Salesforce records and knowing everything is 100% compliant ? Have you previously worked within a St. James's Place (SJP) Practice and want a role where your compliance skills genuinely matter? We are looking for an Administrator to join a successful and growing SJP practice based in Gravesend, Kent, supporting the compliance area of the business. Why Apply? This role is ideal for someone who genuinely enjoys compliance, structure and process. You'll be trusted to take ownership, work closely with senior management and make a real impact on how the Practice operates day to day. If you take pride in accuracy, organisation and doing things properly, this role offers flexibility, responsibility and the chance to be valued for your attention to detail. The Role Reporting to the Business Owner and Business Operations Manager, you will play a key role in ensuring the Practice operates to the highest compliance and regulatory standards, while supporting smooth day-to-day operations in an administrative capacity. Key Responsibilities Daily checking of CFRs, Advice Records and Advice Sets on Salesforce and iBusiness Managing PQS, reviews and Consumer Duty processes Identifying and reporting compliance flags GDPR record maintenance and third-party introducer documentation Processing EBS, Advice Sets and case submissions via iBusiness Preparing straightforward Suitability and New Business Reports Issuing approved Suitability Letters, including Drawdown Reviews Updating Salesforce, managing WIP and post-meeting actions Tracking cases with Paraplanners and maintaining accurate CRM records Providing compliance and task completion data to management What We're Looking For Previous experience within a St. James's Place Practice (essential) Strong attention to detail and a genuine interest in compliance and process Confident user of Salesforce and iBusiness (essential) Organised, proactive and comfortable managing multiple priorities Strong understanding of SJP review processes and GDPR requirements Why Join Us? A role where doing things properly really matters Hybrid working with flexibility Supportive, professional team environment Opportunity to deepen technical and compliance expertise within SJP Additional Information: Salary: £25-35K per annum pro-rata Location: Gravesend, Kent Hours of work: Full or part-time Monday to Friday (30-35 hours a week) Holidays: 25 days per annum, plus bank holidays Work location: Hybrid / remote option working available Role type: Permanent, employed Pension: Auto-enrolment pension scheme If the above sounds of interest, please apply online.