Financial Administrator - Office-Based – NW London - £28,000 – £35,000 (DOE) plus... - Financial Divisions : Job Details

Plus: 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 Sam at Financial Divisions