Financial Administrator (SJP) - Fully Remote (UK based) - £35,000 -£40,000 (depending on experience)

Overview

An excellent opportunity has arisen for an experienced St. James's Place Financial Administrator to join a growing, personable and forward-thinking wealth management practice operating fully remotely.

This is a fantastic role for a highly organised and detail-focused administrator who enjoys being an integral part of a small team and supporting the delivery of high-quality client service.

The Role

You will work closely with the Adviser and Practice Manager to support the end-to-end client journey, ensuring a smooth, efficient and professional service at every stage.

Responsibilities will include:

• Processing new business across pensions, investments and protection within SJP systems
• Managing client servicing, withdrawals, fund switches and policy administration
• Preparing documentation for annual reviews and client meetings
• Liaising with SJP head office and providers to progress cases
• Maintaining accurate client records and compliance documentation
• Supporting onboarding of new clients and integration of acquired client banks

This is a fully remote role, so the ability to work independently, manage workload and communicate effectively is essential.

Key Requirements

• Previous St. James's Place Financial Administration experience (essential)
• Strong understanding of pensions, investments and protection administration
• Experience using SJP back-office systems and processes
• Excellent organisational skills and attention to detail
• Strong client service mindset
• Ability to work autonomously in a remote environment

The Opportunity

• Salary £35-£40,000 depending on experience
• Fully remote working
• Supportive, close-knit team environment
• Exposure to HNW clients and complex cases
• Opportunity to grow within a developing practice

Apply

For a confidential discussion or to apply, please contact Laura McKendry