Senior Financial Administrator, Wealth Management, Harrow, Up to £37,000, Full-Time

Employment Type: Full-Time | Hybrid or Office-Based
Salary: 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.