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 available at Centennial Business Park, Elstree
Benefits
- Salary: Up to £35,000 depending on experience
- 22 days holiday
- Free onsite parking
- Access to St. James's Place in-house training and development
This is a great opportunity to join a well-run and supportive SJP practice with a stable client base and collaborative working environment .
For further information or to apply, please contact Sam at Financial Divisions
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Calling All SJP Financial Administrators - SJP Practice Near Harrow, North West London 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.
