Calling All SJP Senior Financial Administrators-Watford-Up to £35,000-Full-Time - Office Based
A busy and well-established St. James's Place Practice based in Elstree is looking to recruit a Financial Administrator to join their friendly and supportive team.
This is a fantastic opportunity for an experienced SJP Administrator who understands the SJP systems and processes and enjoys working in a collaborative practice environment.
The Role
You will play a key role in supporting two Financial Advisers , working closely with the support staff to ensure the smooth running of client servicing and administration.
The practice currently services around 700 clients , and as part of their continued growth and Consumer Duty alignment, they are in the process of offloading around 150 clients , allowing the team to focus on delivering a high-quality service to their core client base.
Key Responsibilities
- Supporting advisers with client administration and policy servicing .
- Preparing client valuations, documentation and meeting packs .
- Handling new business submissions and ongoing client servicing through SJP systems.
- Liaising with clients and internal teams to provide a high level of client service .
- Assisting with light paraplanning duties where required (complex paraplanning is outsourced).
- Maintaining accurate client records and supporting general practice administration.
What They’re Looking For
- Previous experience working within a St. James's Place Practice .
- Strong organisational skills and attention to detail.
- A proactive individual who enjoys being part of a team.
- Confident supporting advisers and managing client administration.
Working Arrangements
- Full-Time: 5 days per week in the office
- Part-Time considered: Minimum 3 days per week in the office
- Free parking available at Centennial Business Park, Elstree
Benefits
- Salary: Up to £35,000 depending on experience
- 22 days holiday
- Free onsite parking
- Access to St. James's Place in-house training and development
This is a great opportunity to join a well-run and supportive SJP practice with a stable client base and collaborative working environment .
For further information or to apply, please contact Sam at Financial Divisions
Email: samn at financialdivisions