Full-Time / Hybrid or Office-based
Are you an experienced financial administrator with a background in St. James’s Place (SJP) systems and procedures? Our Partner Practice in Harrow is seeking a proactive, detail-oriented individual to support our team in delivering exceptional client service and operational efficiency.
About the Role
As a key member of our support team, you’ll play a central role in ensuring the smooth administration of client cases from submission through to completion. Working closely with Advisers and Paraplanners, you’ll provide high-quality administrative support while adhering to SJP and FCA compliance standards. This role offers development opportunities with full study support toward financial services qualifications.
Key Responsibilities:
* Manage new business processing, including applications for pensions, investments, and protection
* Liaise with clients, Advisers, and SJP Head Office to ensure accurate and timely completion of cases
* Maintain and update client records using SJP CRM and other approved platforms
* Prepare documentation for client meetings, reviews, and follow-ups
* Track pipeline business and support the paraplanning team with administrative tasks as needed
* Ensure all records and processes are compliant with FCA and SJP standards
About You:<...