SJP Wealth Management

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 Samantha at Financial Divisions