Practice Administrator & PA

Practice Administrator & PA | Central London | Competitive | Full-time, permanent A support seat with the next step already mapped The client was direct about who this role is for. In their experience the right person is already doing support work at another practice, doing it well, and waiting for a route up that is never going to come. This role exists to be that route.

The day to day is a PA and administrator's job, and the brief does not dress that up. Diary management, working in Salesforce, and case writing at a straightforward level to start with. There is routine work in it, and the client has said plainly that whoever takes this needs to be willing to do that work in order to learn the practice properly from the ground up.

Running alongside it is the practice's training programme and the R0 exams, with the stated intention that you move into a Wealth Manager role in roughly three years. That timescale is the client's own, not an aspiration added to make the advert read better.

The start is timed on purpose. They want someone in towards the end of the year so there is a genuine overlap with the person currently doing the job, who leaves around March. You would be handed over to rather than dropped in.

What You Will Be Doing Day to day

• Diary management for the practice
• Working in Salesforce
• Case writing, at a straightforward level to begin with
• The routine administrative work that comes with learning a practice properly

Building towards the next role

• Working through the practice's training programme
• Studying for the R0 exams alongside the job
• Taking on more responsibility as you progress towards a Wealth Manager role

What We Are Looking For

• Experience with Salesforce
• Experience of diary management
• Experience of simple case writing
• Time spent working in an SJP practice
• A genuine ambition to become a Wealth Manager, in the region of three years
• Willingness to take on routine work early on in order to learn the business properly
• Willingness to work through the practice's training programme and sit the R0 exams

The client's brief is short and does not split essential from desirable. The SJP practice background and the ambition to move into advising were the two points they were most explicit about.

Who This Could Suit Someone currently in a support or administration seat at a wealth management practice who has done the job well and watched the progression never arrive. The client has said plainly that this is where they expect the right person to come from.

A practice administrator or client services person with SJP experience who has either started the R0 papers or wants to, and needs an employer that will actually back them through it.

Someone comfortable saying out loud that they want to be advising clients in three years. This is not a role for a career administrator, and the client is not pretending otherwise.

Ready for your next move? If this is the move, apply through Shearwater Recruitment and we will come back to you. If you would rather understand the practice, the training programme and the package before committing to anything, get in touch for a confidential conversation instead. All applications are handled in confidence, and your details are never sent to a client without your prior consent.