Partnership Support Staff - £35,000 - Hybrid - North Kent

Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Partnership Supports Administrator.

This practice is known for its client-focused approach, providing tailored wealth management solutions including investment planning, retirement planning, and holistic financial advice. Their success is built on long-term client relationships, underpinned by excellent paraplanning, compliance, and administrative support.

The Role

As a Partnership Supports Administrator, you'll play a key role in delivering exceptional service to clients and supporting advisers. Responsibilities include:

Managing end-to-end client reviews and follow-ups

Handling investments and disinvestments, ensuring cases are processed smoothly

Keeping CFR updated and managing submissions

Direct client communication, ensuring high-quality service at every stage

Supporting both client acquisition and retention activities

Maintaining compliance with SJP standards and consumer duty requirements

What We're Looking For

Strong client servicing skills with the ability to manage multiple relationships

Solid background in admin/paraplanning within a wealth management environment

Organised, proactive, and able to thrive in a busy practice

Package

Salary: up to £35,000

Hybrid working

Join a supportive and professional team with opportunities for growth

If you're ready to bring your expertise into a growing, client-focused practice, please contact Joanna at Financial Divisions to discuss further.