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- Tasks: Support advisers and paraplanners in delivering seamless financial advice.
- Company: Join a successful St. James's Place Partner Practice in Harrow.
- Benefits: Enjoy a salary up to £37,000, study support, and hybrid working options.
- Why this job: Step up your career with mentorship and clear progression opportunities.
- Qualifications: Part-qualified in Level 4 Diploma in Financial Planning or equivalent required.
- Other info: Ideal for detail-driven individuals seeking a collaborative and professional environment.
The predicted salary is between 30000 - 37000 £ per year.
Employment Type: Full-Time Hybrid or Office-BasedSalary: Up to £37,000, Study Support, Excellent Benefits
Are you a detail-driven, part-qualified paraplanner or experienced senior administrator looking to step up your career within a successful St. James\’s Place Partner Practice?
This is an exciting opportunity to join a professional, close-knit team in Harrow, offering structured career development, full study support, and the chance to work closely with experienced financial advisers in a well-established and client-focused environment.
The Role:
As a Senior Administrator or Part-Qualified Paraplanner, you will play a pivotal role in supporting advisers and paraplanners to ensure a seamless and compliant advice process. This role is ideal for someone looking to transition fully into paraplanning while continuing to build on strong administrative foundations.
Key Responsibilities:
- Assist in drafting high-quality suitability reports and client recommendation letters
- Conduct product and fund research across pensions, investments, and protection
- Liaise with advisers and administrators to gather key client information
- Ensure accuracy and compliance across client files and documentation
- Use SJP-approved systems and platforms to manage cases and processes
- Keep up to date with FCA regulations and industry developments
- Provide administrative and technical support across the client lifecycle
What We\’re Looking For:
- Working toward (or part-qualified in) Level 4 Diploma in Financial Planning (CII or equivalent)
- Experience in a senior IFA administration or technical support role
- Strong attention to detail and excellent organisational skills
- Comfortable working in a fast-paced, client-focused environment
- Previous experience in a St. James\’s Place Partner Practice is advantageous
What\’s On Offer:
- Salary up to £37,000 (dependent on experience)
- Discretionary bonus and full study support
- Mentorship and clear progression to full paraplanner or adviser role
- A collaborative, supportive, and professional environment
- Hybrid working options available (post-probation)
If you\’re looking for a career-defining opportunity within a prestigious and growing SJP Partner Practice, we\’d love to hear from you.
To apply, please send your CV to Sam at Financial Divisions. #J-18808-Ljbffr
Senior Financial Administrator, Wealth Management, Harrow, Up to £37,000, Full-Time employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Administrator, Wealth Management, Harrow, Up to £37,000, Full-Time
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience with St. James's Place. Attend industry events or webinars to make connections and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and industry developments. This knowledge will not only help you in interviews but also demonstrate your commitment to staying informed and compliant in the financial sector.
✨Tip Number 3
Prepare to discuss your experience in drafting suitability reports and client recommendation letters. Be ready to share specific examples of how you've ensured accuracy and compliance in your previous roles.
✨Tip Number 4
Showcase your organisational skills by discussing how you manage multiple tasks in a fast-paced environment. Highlight any tools or systems you've used to stay organised and efficient in your previous positions.
We think you need these skills to ace Senior Financial Administrator, Wealth Management, Harrow, Up to £37,000, Full-Time
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration or paraplanning. Emphasise your attention to detail and organisational skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your desire to grow within the industry. Mention any specific experiences that align with the responsibilities outlined in the job description.
Highlight Relevant Qualifications: If you are part-qualified in Level 4 Diploma in Financial Planning or have relevant certifications, make sure to mention these prominently. This will demonstrate your commitment to professional development.
Showcase Your Soft Skills: In addition to technical skills, highlight your ability to work in a fast-paced, client-focused environment. Provide examples of how you've successfully collaborated with teams or supported advisers in previous roles.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Attention to Detail
As a Senior Financial Administrator, attention to detail is crucial. Be prepared to discuss specific examples from your past roles where your meticulous nature helped avoid errors or improved processes.
✨Demonstrate Your Knowledge of Financial Regulations
Familiarise yourself with FCA regulations and recent industry developments. During the interview, mention how you stay updated and how this knowledge can benefit the team and clients.
✨Highlight Your Administrative Skills
Discuss your experience in drafting reports and managing client documentation. Provide examples of how you've ensured compliance and accuracy in your previous roles, as this will be key in the new position.
✨Express Your Career Aspirations
This role offers a pathway to becoming a paraplanner. Share your career goals and how this position aligns with them, showing your enthusiasm for professional development and growth within the company.
