At a Glance
- Tasks: Support financial advisers with client administration and ensure smooth operations.
- Company: Established St. James's Place Practice with a friendly team atmosphere.
- Benefits: Up to £40,000 salary, annual bonus, free parking, and in-house training.
- Other info: Flexible working arrangements available; part-time options considered.
- Why this job: Join a supportive team and make a real impact on client service.
- Qualifications: Experience in SJP practices and strong organisational skills required.
The predicted salary is between 40000 - 40000 £ per year.
A busy and well-established St. James's Place Practice based in Elstree 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 £40,000 depending on experience.
- Annual Bonus.
- 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.
Senior Financial Administrator, SJP Practice Near Watford, Up to £40,000 employer: Financial Divisions
Join a well-established St. James's Place Practice in Elstree, where you will be part of a friendly and supportive team dedicated to delivering exceptional client service. With competitive salary offerings, annual bonuses, and access to in-house training and development, this role not only provides a stable work environment but also fosters personal and professional growth. Enjoy the benefits of free onsite parking and a collaborative culture that values your contributions as a Senior Financial Administrator.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Administrator, SJP Practice Near Watford, Up to £40,000
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector, especially those who have experience with SJP. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on SJP systems and processes. We all know that confidence is key, so practice common interview questions and think about how your experience aligns with the role.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed client administration and supported advisers in previous roles. This will highlight your fit for the position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Financial Administrator, SJP Practice Near Watford, Up to £40,000
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Administrator role. Highlight your experience with SJP systems and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our friendly and supportive team. Share specific examples of your past experiences that relate to the responsibilities listed in the job description.
Showcase Your Team Spirit:Since we’re all about collaboration, make sure to emphasise your ability to work well within a team. Mention any previous roles where you supported advisers or worked closely with colleagues to achieve common goals.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Financial Divisions
✨Know Your SJP Systems
Make sure you brush up on your knowledge of St. James's Place systems and processes. Familiarity with these will not only show that you're experienced but also that you're ready to hit the ground running.
✨Showcase Your Organisational Skills
Prepare examples that highlight your strong organisational skills and attention to detail. Think about times when you've successfully managed multiple tasks or projects, as this will resonate well with the interviewers.
✨Demonstrate Team Spirit
Since the role involves working closely with advisers and support staff, be ready to discuss how you thrive in a collaborative environment. Share stories that illustrate your proactive nature and how you contribute to team success.
✨Prepare Client Interaction Scenarios
Anticipate questions about client servicing and administration. Prepare scenarios where you've effectively liaised with clients or handled complex situations, showcasing your ability to maintain high service standards.
