St. James's Place Practice in Elstree is seeking a Financial Administrator to support two Financial Advisers and the wider team, ensuring smooth client servicing and administration.
The role covers client administration, policy servicing, preparing valuations and meeting packs, handling new business submissions, and maintaining accurate client records in SJP systems, with on-site parking and a friendly, collaborative culture. Full-time, with part-time considered.
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Senior SJP Financial Administrator β Elstree Practice 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.