IFA Administrator –Training & Development Programme- Watford -Up to £37,000 – Full-Time or Part-Time
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- England,East of England,Hertfordshire,Watford
- Full Time, Permanent
- £32,000 - £37,000 per annum
Job Description:
A well-established St. James’s Place Partner Practice near Watford is looking to add an experienced Financial Administrator to their friendly and supportive team.
This is a great opportunity for someone who already understands the SJP systems and processes and enjoys working in a close-knit practice where everyone works together to deliver a great service to clients.
The practice currently supports around 700 clients and is going through a positive period of change, streamlining the client bank to focus on delivering a high-quality service to its core clients.
You’ll work closely with two Financial Advisers, supporting them with day-to-day client administration and helping keep the practice running smoothly.
The Role
As a Financial Administrator, you’ll be responsible for supporting advisers with a range of client servicing and administrative tasks, including:
*Preparing client valuations, documentation, and meeting packs
*Submitting new business through SJP systems
*Handling ongoing policy servicing and client administration
*Liaising with clients and internal teams to provide updates
*Maintaining accurate client records
*Assisting with light paraplanning work where required (complex work is outsourced)
Who They’re Looking For
This role would suit someone who has experience working within a St. James’s Place practice and is comfortable supporting advisers in a busy client-facing environment.
You will ideally be:
*Experienced with SJP systems and processes
*Organised and detail-focused
*Comfortable supporting advisers and managing client administration
*A team player who enjoys working in a fun and collaborative environment
Working Arrangements
*Full-time: 5 days per week in the office
*Part-time: Minimum 3 days per week considered
What’s On Offer
*Salary to £37,000 depending on experience
*22 days holiday + bank holidays
*Free onsite parking
*Access to St. James’s Place training and development
If you’re an experienced SJP Financial Administrator looking to join a well-run and supportive practice, this could be a great next step.
If you’re interested in this opportunity, please send your CV to Harry at Financial Divisions
This is a great opportunity for someone who already understands the SJP systems and processes and enjoys working in a close-knit practice where everyone works together to deliver a great service to clients.
The practice currently supports around 700 clients and is going through a positive period of change, streamlining the client bank to focus on delivering a high-quality service to its core clients.
You’ll work closely with two Financial Advisers, supporting them with day-to-day client administration and helping keep the practice running smoothly.
The Role
As a Financial Administrator, you’ll be responsible for supporting advisers with a range of client servicing and administrative tasks, including:
*Preparing client valuations, documentation, and meeting packs
*Submitting new business through SJP systems
*Handling ongoing policy servicing and client administration
*Liaising with clients and internal teams to provide updates
*Maintaining accurate client records
*Assisting with light paraplanning work where required (complex work is outsourced)
Who They’re Looking For
This role would suit someone who has experience working within a St. James’s Place practice and is comfortable supporting advisers in a busy client-facing environment.
You will ideally be:
*Experienced with SJP systems and processes
*Organised and detail-focused
*Comfortable supporting advisers and managing client administration
*A team player who enjoys working in a fun and collaborative environment
Working Arrangements
*Full-time: 5 days per week in the office
*Part-time: Minimum 3 days per week considered
What’s On Offer
*Salary to £37,000 depending on experience
*22 days holiday + bank holidays
*Free onsite parking
*Access to St. James’s Place training and development
If you’re an experienced SJP Financial Administrator looking to join a well-run and supportive practice, this could be a great next step.
If you’re interested in this opportunity, please send your CV to Harry at Financial Divisions
Job number 3502357
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Company Details:
Financial Divisions
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