About Us
Compound Wealth Planning is a London-based financial planning firm working with professionals and families across the UK. We help people make clear, structured decisions around tax, pensions and long-term planning. We’re relationship‑led, we build partnerships that last, and we genuinely care about getting things right for the people we work with.
We’ve been recognised a few times along the way
MoneyAge Micro Wealth Management Firm of the Year (2024 & 2021)
The Role
We’re looking for someone to take ownership of the operational side of what we do. This isn’t a passive admin role. You’ll be running client cases from start to finish, working alongside our advisers and ops team to make sure everything is delivered accurately and on time. You’ll be the person who keeps things moving.
What You’ll Be Doing
Operations
Managing client cases from instruction through to completion. Keeping Salesforce up to date and tracking where everything sits. Preparing documents, reports and client correspondence.
Client Coordination
Acting as a point of contact for clients and providers. Keeping communication flowing between everyone involved. Making sure cases progress without getting stuck.
Compliance & Quality
Making sure documentation meets regulatory standards. Keeping records accurate and audit trails clean.
Business Support
Helping us improve how we do things. Spotting what could work better and getting involved.
Who We’re Looking For
You’re someone who notices the small things. You communicate clearly and you don’t let things fall through the cracks. You’re comfortable juggling several things at once and you’re happy getting stuck into systems and tech. You take initiative and you like things to be well organised.
Financial services experience is a plus, but it’s not a dealbreaker. If you’re sharp, reliable and keen to learn, we’d love to hear from you.
What’s On Offer
* Performance bonus
* Exposure to modern tools and a forward‑thinking team
Application
Please apply with:
* Why this role interests you
* What you feel you would bring to a growing business
Applications can also be sent directly to: c.e.roberts@sjpp.co.uk
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