Calling All SJP Financial Administrators! – Remote / Flexible Opportunity, Northampton

About the company

An exciting opportunity has arisen to join a well-established, family-run financial planning business providing tailored financial advice to individuals, families and business owners across the UK.

Your tasks

• Updating client Fact Finds and Records of Suitability (CFRs).
• Maintaining accurate client records and updating Salesforce.
• Processing new business applications and associated documentation.
• Preparing illustrations and financial planning documents.
• Assisting the Paraplanner with file notes and transfer case administration.
• Ensuring client documentation is accurate, complete and processed efficiently.
• Providing administrative and technical support to Financial Advisers and the wider team.
• Maintaining excellent client service and supporting the smooth delivery of financial planning services.

Requirements

Are you an experienced St. James's Place (SJP) Financial Administrator looking for your next opportunity, with the flexibility to work remotely and the potential to progress into paraplanning?

• Previous financial services administration experience, ideally within an IFA or financial planning practice.
• SJP experience is highly desirable, particularly for fully remote working.
• Familiarity with Salesforce, My Practice, SOFi AI, FE Analytics and IBusiness would be advantageous.
• Excellent organisational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to work independently and manage competing priorities.
• A proactive, professional and client-focused approach.
• An interest in developing technical knowledge and progressing towards a Junior Paraplanner role.

What we offer

*Salary: £27,000–£35,000 FTE, depending on experience Contract:** Fixed-term maternity cover (January 2027 – September 2027)

This role offers genuine flexibility, a supportive working environment and the opportunity to develop your technical knowledge by working closely with an experienced Paraplanner.

Working Arrangements and Benefits

• Salary: £27,000–£35,000 FTE, depending on experience.
• Remote working: Available for suitable experienced SJP administrators.
• Flexible hours: Full-time, part-time and school-hours working patterns considered.
• Hybrid or office-based options also available.
• Supportive, friendly and family-oriented team culture.
• Technical development and progression towards paraplanning.
• Potential opportunity for a permanent position.

How to apply

If you are an experienced SJP Financial Administrator looking for a flexible role with genuine career development opportunities, we would love to hear from you.

Apply today for a confidential conversation and find out more about this opportunity.

Other

Calling All SJP Financial Administrators! – Remote / Flexible Opportunity

Job Title: Financial Administrator – Progression to Junior Paraplanner

*Hours: Full-time or part-time considered Calling All St. James's Place Financial Administrators!**

Fully remote working is available for experienced SJP administrators who can work independently with minimal training or supervision. Hybrid and office-based arrangements are also available.

The position is initially offered as a nine-month maternity cover contract, with the potential to become permanent as the business continues to grow.

Part-time salaries will be adjusted pro rata to agreed working hours.

Contract Details Fixed-term maternity cover, expected from January 2027 until at least September 2027.