Financial Administrator (SJP), Office-Based - Harrow, NW London, £28,000 - £35,000 (DOE)

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:

\n
• Advisor-client related administration
\n
• End-to-end new business processing and submission
\n
• Ongoing client servicing and review preparation
\n
• Disinvestment handling and accurate CFR updates
\n
• Liaising with 3rd party providers and maintaining effective relationships
\n
• Letter of Authority (LOA) processing and tracking
\n
• Assisting with research and case preparation
\n
• Compliance adherence (including Consumer Duty)
\n
• Supporting client acquisition and retention strategies
\n
• High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios)
\n

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:

\n
• Minimum 2 years of experience in a St. James’s Place (SJP) environment
\n
• Strong background in financial administration and paraplanning
\n
• Excellent attention to detail and organisational skills
\n
• Confident communicator with both clients and providers
\n
• Proficient in SJP systems and processes (including CFR and case submissions)
\n
• Ability to work well under pressure in a fast-paced environment
\n

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.