Financial Administrator (SJP Wealth Management), Office-Based – Harrow, Northwest London, £28,000 – £35,000 (DOE) + Excellent Benefits & Progression

by

Financial Administrator (SJP Wealth Management), Office-Based – Harrow, Northwest London

Location: London

Job Ref: SN

Salary: £28,000 – £35,000 (DOE) + Excellent Benefits & Progression

Work From Home option: Yes

Package: £28,000 – £35,000 (DOE) + Excellent Benefits & Progression

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:

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

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:

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

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 samn@financialdivisions.co.uk

Financial Administrator - London - (SN)

  • This field is for validation purposes and should be left unchanged.

  • Apply for the job

  • Max. file size: 128 MB.