SJP Administrator

Financial Services Administrator (SJP)

Are you the right candidate for this opportunity Make sure to read the full description below.
Location: Wakefield

A well-established St. James\’s Place practice with proven success of developing high performing financial advisers is seeking a motivated and experienced Administrator to join their dynamic team.

This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and contributing to delivering outstanding service to clients.

What will you do?

* Process new client applications, ensuring compliance with regulatory requirements.

* Maintain accurate client records using CRM systems and handle administrative tasks efficiently.

* Liaise with providers to gather plan information and complete regulatory calculations (e.g., carry forward, IHT).

* Prepare detailed reports and presentations for adviser meetings.

* Respond to client queries promptly, maintaining high standards of professionalism.

* Assist with processing investment transactions while adhering to compliance procedures.

* Stay informed about financial products and regulatory changes to ensure accuracy.

Preferred experience:

* A minimum of 2 years’ experience in financial services administration.

* An understanding of FCA regulations and compliance procedures.

* Proficiency in Microsoft Office and familiarity with CRM platforms.

* Excellent communication, organisation, and time management skills.

* Attention to detail, proactive attitude, and a commitment to professional development.

What\’s on Offer?

* Clear opportunities for salary progression.

* Discretionary bonuses, including production and performance-related incentives.

* Holiday allowance (25 days + bank holidays).

* Workplace pension and death-in-service benefits (4x salary).

* Supportive, inclusive, and collaborative workplace culture with development opportunities.

Working Hours:

* Monday–Thursday: 9:00–17:00

* Friday: 8:30–16:30

If you’re ready to make an impact in a thriving financial services environment and further your career, we’d love to hear from you