St. James's Place Practice in Elstree is seeking a Financial Administrator to support two financial advisers and the wider team with client servicing and administration.
You will handle client valuations, documentation and meeting packs, plus new business submissions and ongoing client servicing through SJP systems, ensuring a high level of service. A proactive team player with strong organisational skills is essential.
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Senior SJP Financial Administrator β Client Services Lead in Elstree employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.