Full job descriptionSJP Financial Administrator
Location: Woburn
Salary: Circa £35,000
Working Pattern: Full-time, part-time or four-day week considered
Hybrid / Fully Remote Working Available
The Opportunity
We are working with an established St. James’s Place (SJP) Wealth Management practice to recruit an experienced SJP Financial Administrator to join its growing business.
The practice currently looks after approximately 250 clients, with £25 million in assets under management, and is looking to bring its administration function in-house to support its continued growth.
This is an excellent opportunity for an experienced SJP Administrator who is looking for a flexible working arrangement and the opportunity to work closely with an established Financial Adviser, providing essential administrative support across the client journey.
Key Responsibilities
*Preparing and processing Letters of Authority (LOAs).
*Preparing client packs and pre-meeting documentation.
*Supporting the Financial Adviser with client meeting preparation and follow-up.
*Chasing outstanding funds and monitoring transactions through to completion.
*Processing investment top-ups and related client instructions.
*Liaising with SJP and other providers to progress client business.
*Maintaining accurate client records and ensuring all documentation is up to date.
*Providing efficient and proactive administrative support to ensure the smooth running of the practice.
About You
You will ideally have previous experience working as an Administrator within an SJP practice, with a good understanding of SJP systems, processes and administration requirements.
You will be organised, proactive and detail-oriented, with excellent communication skills and the ability to manage your workload effectively.
Experience dealing with LOAs, investment transactions, client meeting preparation and provider liaison will be particularly advantageous.
What’s on Offer?
*Salary circa £35,000.
*Hybrid or fully remote working considered.
*Full-time, part-time or four-day working week options.
*Flexible arrangements for the right candidate.
*The opportunity to work directly with an established SJP Financial Adviser.
*A varied role within a growing Wealth Management practice.
Interested?
If you are an experienced SJP Administrator looking for a new opportunity with genuine flexibility, we would love to hear from you.
For a confidential discussion, please contact Sam at Financial Divisions.