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Full-Time / Hybrid or Office-based
Are you an experienced financial administrator with a background in St. James’s Place (SJP) systems and procedures? Our Partner Practice in Harrow is seeking a proactive, detail-oriented individual to support our team in delivering exceptional client service and operational efficiency.
About the Role
As a key member of our support team, you’ll play a central role in ensuring the smooth administration of client cases from submission through to completion. Working closely with Advisers and Paraplanners, you’ll provide high-quality administrative support while adhering to SJP and FCA compliance standards. This role offers development opportunities with full study support toward financial services qualifications.
Key Responsibilities:
- Manage new business processing, including applications for pensions, investments, and protection
- Liaise with clients, Advisers, and SJP Head Office to ensure accurate and timely completion of cases
- Maintain and update client records using SJP CRM and other approved platforms
- Prepare documentation for client meetings, reviews, and follow-ups
- Track pipeline business and support the paraplanning team with administrative tasks as needed
- Ensure all records and processes are compliant with FCA and SJP standards
About You:
- Experience in a financial administrative role within a regulated financial planning or wealth management environment
- Familiarity with SJP systems and procedures is highly desirable
- Strong organisational and time management skills
- Excellent attention to detail and communication skills
- Enthusiastic about progressing your career in financial services (study support provided)
What We Offer:
- Competitive salary and performance-based bonus
- Full study support toward professional qualifications (e.g. CII Level 4)
- Friendly and collaborative team culture within a growing SJP Partner Practice
- Career progression opportunities into paraplanning or client servicing roles
- Flexible working arrangements (hybrid or office-based options)
To Apply:Please contact Sam at Financial Divisions.
