Location: North West UK
Salary: Up to £40,000 (depending on experience)
Hours: Full-time | Home Based

Join Medical Wealth Management

At Medical Wealth Management, we specialise in delivering thoughtful, personalised financial planning with a strong emphasis on long-term relationships, trust, and exceptional service. As a family-run business and Appointed Representative of St. James's Place, we are proud to combine professional excellence with a genuinely personal approach—treating every client with the same care, respect, and attention we would offer our own family.

We are looking for an experienced Senior Financial Planning PA to join our close-knit team. This is an excellent opportunity for someone who thrives in a professional yet supportive environment and takes pride in delivering outstanding client service.

The Opportunity

This role is central to ensuring the smooth day-to-day running of our Practice and enhancing the experience we provide to our clients. You will work closely with Advisers and colleagues to deliver high-quality administrative support across all aspects of client servicing and business operations.

Key Responsibilities

• Provide comprehensive administrative support to Advisers and the wider Practice
• Prepare client documentation including quotations, illustrations, valuations, and reports
• Process new business applications accurately and efficiently in line with service standards
• Manage client and Adviser queries promptly and professionally
• Maintain accurate records using CRM systems such as Salesforce
• Support the ongoing development of an exceptional client journey by consistently going the extra mile
  
  

About You

We are seeking someone who is highly organised, proactive, and detail-oriented, with previous experience in a financial planning environment.

You will ideally have:

• Knowledge of NHS pensions and dealing with NHSbsa
• Previous experience looking after NHS Dr, Dentists & GPs is preferred
• Previous experience within a financial planning or wealth management Practice (SJP experience preferred)
• Strong working knowledge of CRM systems, ideally Salesforce
• Excellent communication and interpersonal skills
• A professional, discreet, and client-focused manner
• The ability to work accurately under pressure and manage multiple priorities
• A collaborative approach and willingness to support a small team

Why Join Us?

At Medical Wealth Management, you’ll be part of a respected and growing Practice where your contribution truly matters. We value people who share our commitment to excellence, integrity, and creating meaningful client relationships.

Please note that all successful candidates will be subject to standard Financial and Identity checks as part of the onboarding process.

How to apply

Please email your CV together with a covering letter matt.rhodes@sjpp.co.uk