Overview
Senior Financial Administrator, SJP Practice Jobs in Watford, UK at Financial Divisions
Position: Senior Financial Administrator, SJP Practice Near Up to £40,000
Senior Financial Administrator – SJP Practice Near Watford Offices Near Watford | Up to £40,000 | Full-Time or Part-Time | Office Based A busy and well-established St. James’s Place Practice based in Elstree is looking to recruit a Financial Administrator to join their friendly and supportive team. This is a fantastic opportunity for an experienced SJP Administrator who understands the SJP systems and processes and enjoys working in a collaborative practice environment.
The Role You will play a key role in supporting two Financial Advisers , working closely with the support staff to ensure the smooth running of client servicing and administration. The practice currently services around 700 clients , and as part of their continued growth and Consumer Duty alignment, they are in the process of offloading around 150 clients , allowing the team to focus on delivering a high-quality service to their core client base.
Key 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.
What They’re Looking For 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. Working Arrangements Full-Time: 5 days per week in the office Part-Time considered:
Minimum 3 days per week in the office Free parking available at Centennial Business Park, Elstree Benefits Salary:
Up to £40,000 depending on experience Annual Bonus Free onsite parking Access to St. James’s Place in-house training and development This is a great opportunity to join a well-run and supportive SJP practice with a stable client base and collaborative working environment . For further information or to apply, please contact Sam at Financial Divisions.
Title: Senior Financial Administrator, SJP Practice
Company: Financial Divisions
Location: Watford, UK
Category:
