Job Description
PA / Administration Team Leader (Wealth Planning)
FULLY REMOTE — SJP Partner Practice
Salary: £40,000 - £45,000 depending upon experience and fantastic bonus scheme - paid both monthly ongoing and an additional end of year bonus.
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/Admin Team Leader to oversee their remote administration function and support the Managing Partner in providing a high-quality service.
The Role
The PA/Admin Team Leader will play a key part in ensuring the smooth running of the practice’s day-to-day operations.
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
* Oversee and allocate workloads to ensure deadlines and SJP compliance are met
* 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 admin or service queries
About You
The ideal candidate will be an organised, confident communicator with a background in team leadership within an SJP Partner Practice or a regulated financial services environment.
Essential Skills & Experience
* Proven experience in a senior PA/Admin role or team leader position within an SJP practice
* Experience within an SJP Partner Practice
* Exceptional organisation and multitasking skills
* Excellent attention to detail
* Strong understanding of compliance, confidentiality and regulated environments
* Confident using remote working tools (Teams, Outlook, CRM systems, etc.)
Personal Qualities
* Professional and client-focused
* Calm under pressure with a solutions-driven mindset
* Proactive, reliable and able to manage competing priorities
* Process-improver who enjoys driving efficiencies
What Our Client Offers
* Fully remote working
* Fantastic and above average bonus scheme
* Professional development and access to SJP training
* Supportive, collaborative team culture