Financial Administrator
Near Epping Forest, Greater London
Salary up to £35,000 (DOE)
St. James’s Place Practice
An exciting opportunity has arisen for a Financial Administrator to join a growing and well-established St. James’s Place practice based near Epping Forest.
About the Practice
The practice is committed to helping clients build, protect, and achieve their financial goals and prides itself on delivering a high-quality, personal service. Operating as a close-knit and supportive team, the practice values professionalism, collaboration, and attention to detail, offering an excellent environment to develop a long-term career within financial services.
Role Overview
The Financial Administrator will play a key role in supporting the Partner, Advisers, and wider team with the smooth day-to-day running of client administration and business processing. This role is ideal for someone with experience in financial services administration who enjoys working in a structured, client-focused environment.
Key Responsibilities
*Providing administrative support to Advisers and the operations team
*Processing new business, valuations, and policy servicing
*Preparing client documentation and supporting client meeting preparation
*Liaising with product providers and internal stakeholders
*Maintaining accurate client records and CRM systems
*Supporting compliance and regulatory requirements in line with St. James’s Place standards
*Delivering a high level of client service at all times
Candidate Profile
The successful candidate will be organised, detail-oriented, and comfortable working within a financial services environment.
Essential Skills & Experience:
*Previous experience in financial services administration (IFA or SJP preferred)
*Strong organisational and administrative skills
*Excellent attention to detail and accuracy
*Confidence using financial systems and Microsoft Office
*Strong communication and client service skills
Desirable:
*Experience within a St. James’s Place practice
*Progress toward relevant financial services qualifications
What’s on Offer
*Salary up to £35,000, depending on experience
*Supportive, professional, and friendly working culture
*Opportunity to develop within a growing practice
*Long-term career prospects within financial planning


To apply please contact Sam at Financial Divisions.