Financial Administrator (SJP), Office-Based – Harrow, NW London, £28,000 – £35,000 (DOE)

Are you a seasoned professional with extensive St. James’s Place (SJP) experience?

My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice — supported by robust paraplanning, administration, and compliance resources.

Key Responsibilities:

• Advisor-client related administration
• End-to-end new business processing and submission
• Ongoing client servicing and review preparation
• Disinvestment handling and accurate CFR updates
• Liaising with 3rd party providers and maintaining effective relationships
• Letter of Authority (LOA) processing and tracking
• Assisting with research and case preparation
• Compliance adherence (including Consumer Duty)
• Supporting client acquisition and retention strategies
• High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios)

You’ll play a key role in supporting a Senior Financial Planner, managing clie...