Senior SJP Financial Administrator – Elstree Practice

Financial Divisions; Elstree; On-site; GBP 32,000 - 35,000; Full time

Benefits offered by this job

Free onsite parking

Access to St. James's Place in-house培训

Job summary

St. James's Place Practice in Elstree is seeking a Financial Administrator to support two Financial Advisers and the wider team, ensuring smooth client servicing and administration.

The role covers client administration, policy servicing, preparing valuations and meeting packs, handling new business submissions, and maintaining accurate client records in SJP systems, with on-site parking and a friendly, collaborative culture. Full-time, with part-time considered.

Qualifications

• Previous experience working within a St. James's Place Practice.
• Strong organisational skills and attention to detail.
• A proactive individual who enjoys being part of a team.
• Confident supporting advisers and managing client administration.

Responsibilities

• Supporting advisers with client administration and policy servicing.
• Preparing client valuations, documentation and meeting packs.
• Handling new business submissions and ongoing client servicing through SJP systems.
• Liaising with clients and internal teams to provide a high level of client service.
• Assisting with light paraplanning duties where required (complex paraplanning is outsourced).
• Maintaining accurate client records and supporting general practice administration.

Skills

Organisational skills

Attention to detail

Team player

Client administration

Tools

SJP systems

Job description

St. James's Place Practice in Elstree is seeking a Financial Administrator to support two Financial Advisers and the wider team, ensuring smooth client servicing and administration.

The role covers client administration, policy servicing, preparing valuations and meeting packs, handling new business submissions, and maintaining accurate client records in SJP systems, with on-site parking and a friendly, collaborative culture. Full-time, with part-time considered.