Plus: Excellent Benefits & Career Progression

Are you an experienced Financial Administrator with a background in a St. James’s Place (SJP) Partner Practice?

This is a fantastic opportunity to join a well-established, client-focused wealth management firm in Northwest London, where you’ll provide vital support to advisers and play a key role in delivering outstanding client service.

The Role

As Financial Administrator, you will:

• Manage end-to-end new business processing and submissions
• Prepare annual review documentation and client reports
• Process disinvestments and update CFR records accurately
• Handle Letters of Authority (LOAs) and liaise with providers
• Maintain client data in line with FCA and internal compliance standards
• Support advisers with research, case preparation, and client servicing
• Play an active role in client acquisition and retention strategies
• Assist with high-volume activity across a broad client base, from entry-level to HNW portfolios

About You

Minimum 2 years’ experience working in an SJP Partner Practice

Solid understanding of SJP systems, including CFR and case submissions

Strong financial administration background, ideally with some paraplanning exposure

Excellent organisational skills and attention to detail

Confident communicator with both clients and providers

Ability to thrive in a busy, fast-paced environment

What’s on Offer

• Competitive salary £28,000 – £35,000 (DOE)
• Excellent long-term career progression in a respected SJP practice
• Supportive, professional working environment with established processes
• Opportunity to work closely with experienced advisers and gain exposure to complex client cases
• Full-time, office-based role in Harrow (NW London)

To apply or find out more, please contact:

Ryan at Financial Divisions