Wealth Manager in Training - Practice Admin & PA

Shearwater Recruitment; City Of London; On-site; GBP 30,000 - 40,000; Full time

Job summary

Shearwater Recruitment is assisting a central London SJP wealth practice to recruit a Practice Administrator & PA who will support the team with diary management, case writing and general admin. A clear pathway exists to progress into a Wealth Manager role within around three years.

You will work in Salesforce, handle routine tasks, and learn the business from the ground up through the practice's training programme, with a structured handover from the current holder.

Qualifications

• Experience with Salesforce and familiarity with wealth management environments.
• Strong diary management and administrative capabilities.
• Experience writing straightforward case notes and documentation.
• Ambition to move into advising as a Wealth Manager within ~3 years.

Responsibilities

• Diary management for the practice.
• Use Salesforce for admin tasks and case writing.
• Perform routine administrative duties while learning the practice.
• Participate in the training programme and progress through the R0 exams.

Skills

Diary management

Case writing

Wealth management ambition

SJP experience

Tools

Salesforce

Job description

Shearwater Recruitment is assisting a central London SJP wealth practice to recruit a Practice Administrator & PA who will support the team with diary management, case writing and general admin. A clear pathway exists to progress into a Wealth Manager role within around three years.

You will work in Salesforce, handle routine tasks, and learn the business from the ground up through the practice's training programme, with a structured handover from the current holder.