Location: Solihull (office-based)
Hours: Part-time (to be agreed), full time will be considered
Salary: £30,000 pro rata (depending on hours worked)

ABOUT US

Derek Mills Wealth Consultancy is a Managing Partner Practice of St. James’s Place Wealth Management. With over 27 years of experience, we provide trusted financial advice to High Net Worth clients, focusing on investments, pensions, wealth protection, and estate planning. Our culture is personal, supportive, and client-focused and we pride ourselves on delivering an exceptional service and building long-term relationships.

SKILLS & ATTRIBUTES

• Previous experience in financial services/wealth management essential (St. James’s Place experience highly desirable)
• Strong administrative and organisational skills, with excellent attention to detail
• Ability to multi-task and manage competing priorities
• Confident communicator, able to build good rapport with clients and colleagues
• A proactive, can-do attitude with a commitment to delivering outstanding service
• Calm under pressure, impeccably organised and ahead of the curve

THE ROLE

Are you highly organised, discreet, and proactive? Do you thrive in a fast-paced, high-trust environment where excellence is expected and rewarded?
We are looking for an experienced and highly organised Practice Assistant to join our small, professional team in Solihull. This is a key role supporting both the Managing Partner and Practice Manager, while ensuring smooth operations across the Practice.
You will play a vital part in assisting our Paraplanner, handling client administration, and ensuring that important client work is completed to the highest standard.
This role would suit someone with a background in financial services or wealth management (experience within St. James’s Place and use of their systems would be a real advantage), who thrives in a busy environment and enjoys being the go-to support for a successful team.

KEY RESPONSIBILITIES

• Supporting the Paraplanner with tasks such as basic suitability reports, research, and life cover applications
• Handling client administration: processing business, preparing documents, managing correspondence, and responding to client queries
• Supporting the Partner and Practice Manager with day-to-day practice operations and priorities
• Ensuring all tasks are seen through to completion with accuracy and professionalism
• Assisting with compliance and record-keeping as required
• Proactively contributing to the efficiency and smooth running of the Practice