Financial Administrator - SJP Partner Practice, Harrow, £28,000 - £32,000 + Study Support + Benefits

Full-Time / Hybrid or Office-based

Are you an experienced financial administrator with a background in St. James’s Place (SJP) systems and procedures? Our Partner Practice in Harrow is seeking a proactive, detail-oriented individual to support our team in delivering exceptional client service and operational efficiency.

About the Role

As a key member of our support team, you’ll play a central role in ensuring the smooth administration of client cases from submission through to completion. Working closely with Advisers and Paraplanners, you’ll provide high-quality administrative support while adhering to SJP and FCA compliance standards. This role offers development opportunities with full study support toward financial services qualifications.

Key Responsibilities:

• Manage new business processing, including applications for pensions, investments, and protection
• Liaise with clients, Advisers, and SJP Head Office to ensure accurate and timely completion of cases
• Maintain and update client records using SJP CRM and other approved platforms
• Prepare documentation for client meetings, reviews, and follow-ups
• Track pipeline business and support the paraplanning team with administrative tasks as needed
• Ensure all records and processes are compliant with FCA and SJP standards

About You:

• Experience in a financial administrative role within a regulated financial planning or wealth management environment
• Familiarity with SJP systems and procedures is highly desirable
• Strong organisational and time management skills
• Excellent attention to detail and communication skills
• Enthusiastic about progressing your career in financial services (study support provided)

What We Offer:

• Competitive salary and performance-based bonus
• Full study support toward professional qualifications (e.g. CII Level 4)
• Friendly and collaborative team culture within a growing SJP Partner Practice
• Career progression opportunities into paraplanning or client servicing roles
• Flexible working arrangements (hybrid or office-based options)

To Apply:
Please contact Sam at Financial Divisions.