Financial Administrator (SJP), Office-Based – Harrow, NW London, £28,000 – £35,000 (DOE)

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.