SJP Administrator (Remote)

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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
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...