Financial Administrator, SJP Practice, Offices Near Watford, Up to £40,000

Financial Administrator, SJP Practice, Offices Near Watford, Up to £40,000

Full-Time No working from home possible
F

Offices Near Watford | Up to £40,000 | Full-Time or Part-Time | Office Based A busy and well-established St. James's Place Practice based in Elstree is looking to recruit a Financial Administrator to join their friendly and supportive team. This is a fantastic opportunity for an experienced SJP Administrator who understands the SJP systems and processes and enjoys working in a collaborative practice environment. The Role You will play a key role in supporting two Financial Advisers , working closely with the support staff to ensure the smooth running of client servicing and administration. The practice currently services around 700 clients , and as part of their continued growth and Consumer Duty alignment, they are in the process of offloading around 150 clients , allowing the team to focus on delivering a high-quality service to their core client base. Key Responsibilities Supporting advisers with client administration and policy servicing . Preparing client valuations, documentation and meeting packs . Handling new business submissions and ongoing client servicing through SJP systems. Liaising with clients and internal teams to provide a hi...

F

Contact Details:

Financial Divisions Careers Recruitment Team