Financial Administrator (SJP Wealth Management), NW London, Office based, £28,000 – £35,000 (DOE)

Financial Administrator (SJP Wealth Management), NW London, Office based, £28,000 – £35,000 (DOE)

Financial Administrator (SJP Wealth Management), NW London, Office based, £28,000 – £35,000 (DOE)

Financial Divisions

Reed

North West London, London

4 hours ago

No application

About

Package: £28,000 – £35,000 (DOE) + Excellent Benefits & ProgressionLocation: Office-Based – Northwest LondonAre 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 administrationEnd-to-end new business processing and submissionOngoing client servicing and review preparationDisinvestment handling and accurate CFR updatesLiaising with 3rd party providers and maintaining effective relationshipsLetter of Authority (LOA) processing and trackingAssisting with research and case preparationCompliance adherence (including Consumer Duty)Supporting client acquisition and retention strategiesHigh-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) environmentStrong background in financial administration and paraplanningExcellent attention to d