Calling All SJP Financial Administrators - SJP Practice Near Harrow, North West London
Offices Near Harrow | Up to £35,000 | Full-Time or Part-Time | Office Based
A busy and well-established St. James's Place Practice based in Harrow 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 high level of client service .
Assisting with light paraplanning duties where required (complex paraplanning is outsourced).
Maintaining accurate client records and supporting general practice administration.
What They’re Looking For
Previous experience working within a St. James's Place Practice .
Strong organisational skills and attention to detail.
A proactive individual who enjoys being part of a team.
Confident supporting advisers and managing client administration.
Working Arrangements
Full-Time: 5 days per week in the office
Part-Time considered: Minimum 3 days per week in the office
Free parking availa...
Calling All SJP Financial Administrators - SJP Practice Near Harrow, North West London in Stanmore employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
