Financial Administrator, SJP Practice, Offices Near Watford, Up to £40,000

Offices Near Watford | Up to £40,000 | Full-Time or Part-Time | Office Based

A busy and well-established St. James's Place Practice based in Elstree is looking to recruit a Financial Administrator to join their friendly and supportive team.

This is a fantastic opportunity for an experienced SJP Administrator who understands the SJP systems and processes and enjoys working in a collaborative practice environment.

The Role

You will play a key role in supporting two Financial Advisers, working closely with the support staff to ensure the smooth running of client servicing and administration.

The practice currently services around 700 clients, and as part of their continued growth and Consumer Duty alignment, they are in the process of offloading around 150 clients, allowing the team to focus on delivering a high-quality service to their core client base.

Key Responsibilities

• Supporting advisers with client administration and policy servicing.
• Preparing client valuations, documentation and meeting packs.
• Handling new business submissions and ongoing client servicing through SJP systems.
• Liaising with clients and internal teams to provide a high level of client servi...