Financial Divisions
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 client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines.
Requirements:
- Minimum 2 years of experience in a St. James’s Place (SJP) environment
- Strong background in financial administration and paraplanning
- Excellent attention to detail and organisational skills
- Confident communicator with both clients and providers
- Proficient in SJP systems and processes (including CFR and case submissions)
- Ability to work well under pressure in a fast-paced environment
This is a full-time, office-based role located in NW London, offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Sam at Financial Divisions.
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Accounting & Finance Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.