More jobs:
Financial Administrator; SJP Wealth Management-Office-Based DOE
Job in
Harrow, Greater London, HA2, England, UK
Listed on 2026-09-10
Listing for:
Financial Divisions
Full Time
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Financial Compliance, Financial Services, Accounting & Finance, Financial Advisor / Consultant
Job Description & How to Apply Below
Package: £28,000 – £35,000 (DOE) Excellent Benefits & Progression
Location:
Office-Based – Harrow, Northwest London 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 Negbenebor.
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