Back to search
SJP Wealth Management
Are you a seasoned professional with extensive St. James’s Place (SJP) experience?
My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice — supported by robust paraplanning, administration, and compliance resources.
Key Responsibilities:
- Advisor-client related administration
- End-to-end new business processing and submission
- Ongoing client servicing and review preparation
- Disinvestment handling and accurate CFR updates
- Liaising with 3rd party providers and maintaining effective relationships
- Letter of Authority (LOA) processing and tracking
- Assisting with research and case preparation
- Compliance adherence (including Consumer Duty)
- Supporting client acquisition and retention strategies
- High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios)
You’ll play a key role in supporting a Senior Financial Planner, managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines.
Requirements:
- Minimum 2 years of experience in a St. James’s Place (SJP) environment
- Strong background in financial administration and paraplanning
- Excellent attention to detail and organisational skills
- Confident communicator with both clients and providers
- Proficient in SJP systems and processes (including CFR and case submissions)
- Ability to work well under pressure in a fast-paced environment
This is a full-time, office-based role located in NW London, offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Samantha at Financial Divisions
