PRACTICE SUPPORT SPECIALIST - MACCLESFIELD

An established financial planning practice is looking for an experienced Practice Support Specialist to provide administrative support to its Financial Advisers and help manage day-to-day operations.

This is a long-term, self-employed opportunity offering flexible working arrangements, with the option to work remotely or from the office in Macclesfield. Office attendance is only required on Mondays if you choose the office-based arrangement.

The practice is looking for someone with previous St. James’s Place (SJP) experience, who can hit the ground running and provide reliable support across new business processing, back-office systems and general practice administration.

There are approximately 30 hours per week available, which could suit one person looking for regular hours or two part-time professionals sharing the workload.

Key Responsibilities:

• Processing and submitting new business applications.
• Updating and maintaining back-office systems and client records.
• Providing general administrative support to Financial Advisers.
• Completing day-to-day administration associated with an SJP Partner Practice.
• Maintaining accurate client documentation and records.
• Supporting the smooth running of the practice and ensuring tasks are completed accurately and within required timescales.
• Providing flexible administrative support in line with the needs of the business.

About You:
To be considered for this opportunity, you will have:

• Mandatory previous experience working with St. James’s Place (SJP).
• A strong background in financial services administration, ideally within a financial planning practice.
• Experience processing new business and maintaining back-office systems.
• Excellent organisational skills and attention to detail.
• The ability to work independently, manage priorities and hit the ground running.
• Strong communication skills and a proactive, professional approach.
• Previous experience working on a self-employed basis is not essential. The practice is open to candidates transitioning into freelance work, provided they have the relevant SJP experience.

What's on Offer?

• £25–£30 per hour, depending on experience.
• Long-term rolling contract with no fixed end date.
• Flexible hours, with up to 30 hours per week available.
• Remote working or office-based working in Macclesfield, Cheshire.
• The option for one individual to cover the hours or for two part-time professionals to share the workload.
• An ASAP start for the right candidate.

This is an excellent opportunity for an experienced SJP administrator seeking a flexible, long-term freelance arrangement within an established financial planning practice.