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- Tasks: Join our team to support Financial Advisers and deliver top-notch client advice.
- Company: Be part of a prestigious St. James’s Place Partner Practice in Harrow.
- Benefits: Enjoy a competitive salary, study support, and flexible working options.
- Why this job: Grow your career in a supportive environment with clear progression opportunities.
- Qualifications: Part-qualified in a relevant Level 4 Diploma and experience in financial services required.
- Other info: Mentorship provided to help you achieve your professional goals.
The predicted salary is between 37000 - 37000 £ per year.
Location: Harrow, North West London
Employment Type: Full-Time / Hybrid or Office-based
Salary: Up to £37,000 + Study Support + Benefits
Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James’s Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us.
About the Role
As a key member of the team, you’ll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond.
Key Responsibilities:
- Assist in the preparation of suitability reports and recommendation letters
- Conduct research and analysis across pensions, investments, and protection
- Liaise with Advisers and Administrators to gather client information and ensure accurate documentation
- Use of SJP-approved platforms and software
- Maintain up-to-date knowledge of industry trends and FCA regulations
About You:
- Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning)
- Experience in a paraplanning or technical support role within financial services
- Strong attention to detail and organisational skills
- Comfortable working independently and as part of a team
- Previous experience within an SJP Partner Practice is advantageous
What We Offer:
- Competitive salary and discretionary bonus
- Full study support and mentorship
- Clear progression path to full paraplanner or adviser
- Supportive, professional environment within a growing SJP practice
- Flexible/hybrid working options (where applicable)
Please contact Sam at Financial Divisions.
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator- SJP Partner Practice, Harrow, Up to £37,000, Full-Time, Hybrid
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience with St. James's Place. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the SJP-approved platforms and software mentioned in the job description. Having a solid understanding of these tools will demonstrate your readiness to hit the ground running.
✨Tip Number 3
Stay updated on the latest industry trends and FCA regulations. This knowledge will not only help you in interviews but also show your commitment to professional development and compliance.
✨Tip Number 4
Prepare to discuss your previous experience in paraplanning or technical support roles. Be ready to provide specific examples of how you've contributed to team success and client satisfaction in past positions.
We think you need these skills to ace Senior Administrator- SJP Partner Practice, Harrow, Up to £37,000, Full-Time, Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning or technical support roles. Emphasise any qualifications you have towards the Level 4 Diploma and detail your skills in client-focused environments.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and detail-oriented nature. Mention your interest in working with Financial Advisers and how you can contribute to delivering high-quality advice and support.
Highlight Relevant Experience: In your application, focus on specific examples from your past roles that demonstrate your attention to detail, organisational skills, and ability to work both independently and as part of a team.
Show Industry Knowledge: Demonstrate your understanding of industry trends and FCA regulations in your application. This will show that you are proactive and knowledgeable about the financial services sector.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Attention to Detail
As a Senior Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past roles where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Knowledge of Financial Services
Familiarise yourself with current industry trends and FCA regulations. During the interview, reference your understanding of these topics to show that you are proactive and knowledgeable about the field.
✨Highlight Your Teamwork Skills
This role involves working closely with Financial Advisers and paraplanners. Share experiences that illustrate your ability to collaborate effectively within a team, as well as how you can work independently when needed.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your genuine interest in the role and the company. Ask about the team dynamics, opportunities for professional development, or how success is measured in this position.
