SJP Administrator - Fully Remote (UK-based)
£28,000 - £30,000
Work from home, stay connected, and build your career with one of the UK's most respected advice firms.
If you're an experienced financial planning or SJP administrator who's craving flexibility without losing the team feel - this role could be exactly what you've been looking for.
You'll join a supportive, close-knit team that believes remote doesn't have to mean distant - just well organised, well connected, and focused on doing brilliant work for clients.
Why this role
You'll play a key role in supporting the firm cross all aspects of client administration - from onboarding and valuations to review packs and client servicing.
This is a firm that runs smoothly because its support team does things properly: thorough processes, genuine collaboration, and high standards without the micromanagement.
It's ideal for someone who takes pride in their work, enjoys structure, and wants the freedom to manage their day their way.
What's different
100% remote - no commute, no office politics
Still part of a genuine team culture with daily contact and shared success
A respected Partner Practice that invests in training, systems, and your development
A healthy balance of autonomy and support — you'll be trusted to get things done
Scope to progress into paraplanning or operations for those who want to grow Your role
What you'll be doing:
Acting as the main point of contact for clients and providers, dealing with general enquiries and chasing information where required
Providing a high level of administrative support to advisers while maintaining excellent customer service standards
Submitting new business and fund transfers through bespoke systems
Preparing and processing documentation for pensions, investments and protection cases
Managing Salesforce CRM records and ensuring all client information is kept up to date
Supporting advisers with fund switches, financial calculations, and client reports
Ensuring all business is processed efficiently and in line with compliance standards What you'll need
Previous experience in an SJP or financial planning administration role
High attention to detail and strong organisational skills
Excellent written and verbal communication
Comfortable working remotely and managing your own workload
Proactive, reliable, and solutions-focused Perks & lifestyle
Fully remote working (UK-based)
Flexible hours around core business times
25+ days holiday + bank holidays
Support with training and qualifications
Tech setup provided and ongoing team support
Genuine work-life balance in a culture built on trust Sound like you?
If you're looking for a remote SJP role where you can make an impact, feel valued, and still be part of a team that's going places - this could be your perfect next step.
Hit apply or message us in confidence to find out more