Location: Solihull (office-based)
Hours: Part-time (to be agreed), full time will be considered
Salary: £30,000 pro rata (depending on hours worked)
About Us
Derek Mills Wealth Consultancy is a Managing Partner Practice of St. James's Place Wealth Management. With over 27 years of experience, we provide trusted financial advice to High Net Worth clients, focusing on investments, pensions, wealth protection, and estate planning. Our culture is personal, supportive, and client-focused and we pride ourselves on delivering an exceptional service and building long-term relationships.
The Role
Are you highly organised, discreet, and proactive? Do you thrive in a fast-paced, high-trust environment where excellence is expected and rewarded?
We are looking for an experienced and highly organised Practice Assistant to join our small, professional team in Solihull. This is a key role supporting both the Managing Partner and Practice Manager, while ensuring smooth operations across the Practice.
You will play a vital part in assisting our Paraplanner, handling client administration, and ensuring that important client work is completed to the highest standard.
This role would suit someone with a background in financial services or wealth management (experience within St. James's Place and use of their systems would be a real advantage), who thrives in a busy environment and enjoys being the go-to support for a successful team.
Key Responsibilities
* Supporting the Paraplanner with tasks such as basic suitability reports, research, and life cover applications
* Handling client administration: processing business, preparing documents, managing correspondence, and responding to client queries
* Supporting the Partner and Practice Manager with day-to-day practice operations and priorities
* Ensuring all tasks are seen through to completion with accuracy and professionalism
* Assisting with compliance and record-keeping as required
* Proactively contributing to the efficiency and smooth running of the Practice
Skills & Attributes
* Previous experience in financial services/wealth management essential (St. James's Place experience highly desirable)
* Strong administrative and organisational skills, with excellent attention to detail
* Ability to multi-task and manage competing priorities
* Confident communicator, able to build good rapport with clients and colleagues
* A proactive, can-do attitude with a commitment to delivering outstanding service
* Calm under pressure, impeccably organised and ahead of the curve
What We Offer
* A supportive, friendly team environment where your contribution truly makes a difference
* Competitive pro rata salary (£30,000 full-time equivalent)
* Opportunities to grow within a highly successful Wealth Management Practice
* A role where you'll be trusted, valued, and part of a business that cares about clients and team members alike
* Cultural perks that make us unique:
* A day off after your birthday to celebrate properly
* Early finish and team drinks at the end of each month
* A quarterly evening meal or get-together with the team
Work Remotely
* No
Job Types: Full-time, Part-time
Pay: From £30,000.00 per year
Benefits:
* Company pension
* On-site parking
* Referral programme
Application question(s):
* Have you previously worked within a St. James's Place Practice?
* This role requires strong administration and organisation skills. Can you give an example of how you managed multiple tasks or priorities in a previous role and ensured everything was completed accurately and on time?
* Do you live in Solihull or within a 30 minute drive to our offices?
* What 3 skills make a good Practice Assistant?
Experience:
* Financial Services or Wealth Management: 2 years (required)
Work Location: In person
Reference ID: DMWC-SA