Financial Administrator – St James Place
Barnet, 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 in Barnet.
About the Practice
The practice is committed to helping clients build, protect, and achieve their financial goals through a high standard of personal service. The team operates within a supportive, professional, and collaborative culture, valuing accuracy, teamwork, and excellent client care.
This is an excellent opportunity for someone looking to build a long-term career within financial services and the St. James’s Place environment.
Role Overview
The Financial Administrator will provide essential administrative and operational support to the Partner, Advisers, and wider team, ensuring the smooth running of client servicing and business processing.
Key Responsibilities
*Providing administrative support to Advisers and paraplanners
*Processing new business, valuations, and policy servicing in line with SJP procedures
*Preparing client documentation and assisting with meeting preparation
*Liaising with SJP internal teams and product providers
*Maintaining accurate client records and CRM systems
*Supporting regulatory and compliance requirements
*Delivering a high level of client service at all times
Candidate Profile
Essential Skills & Experience:
*Previous experience within financial services administration
*Strong organisational skills and attention to detail
*Confident using Microsoft Office and financial systems
*Excellent communication and client service skills
Desirable:
*Previous experience within a St. James’s Place practice
*Interest in progressing within financial planning
What’s on Offer
*Salary up to £35,000, depending on experience
*Supportive and friendly working environment
*Long-term career development within an established SJP practice


To apply please contact Sam at Financial Divisions.