Excellent Benefits & Progression
Offices Based Near Harrow (Northwest London)

Are you a seasoned professional with extensive SJP experience? My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for an experienced Financial Administrator with a minimum of 3 years’ experience. An established IFA, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients. They emphasise building lasting relationships and delivering top-tier service, supported by comprehensive paraplanning, administrative, and compliance resources.
In this role, you will join a dynamic team and offer exceptional support to clients with assets ranging from £2,000 to multiple millions. Your responsibilities will include managing end-to-end client reviews, directly communicating with clients, handling disinvestments, and ensuring smooth case management through updating CFR, submitting, and planning cases. Additionally, you will be involved in client acquisition and retention, compliance with consumer duty standards, and managing a high activity level with a high number of clients.
To excel in this position, you must have solid SJP experience, a strong administrative and paraplanning background, and excellent client servicing skills.
If you’re ready to take the next step in your career, please contact Sam at FD to discuss this opportunity further.