At a Glance
- Tasks: Manage client relationships and support financial planning processes in a dynamic team.
- Company: Leading SJP Partner Practice focused on personalised wealth management solutions.
- Benefits: Competitive salary, supportive work environment, and opportunities for professional growth.
- Other info: Exciting role with a focus on client service and compliance in a thriving practice.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: Experience with St. James’s Place and strong administrative skills required.
The predicted salary is between 28000 - 35000 £ per year.
Are you a seasoned professional with extensive St.
James’s Place (SJP) experience?
My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team.
With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice — supported by robust paraplanning, administration, and compliance resources.
Key
Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You’ll play a key role in supporting a Senior Financial Planner , managing clie...
