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