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Permanent

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

London
money-bag 35000.00-35000.00 Annual
3085440716
Posted Today

OverviewAn 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 RoleYou 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 systemsManaging client servicing, withdrawals, fund switches and policy administrationPreparing documentation for annual reviews and client meetingsLiaising with SJP head office and providers to progress casesMaintaining accurate client records and compliance documentationSupporting onboarding of new clients and integration of acquired client banksThis is a fully remote role, so the ability to work independently, manage workload and communicate effectively is essential.Key RequirementsPrevious St. James''s Place Financial Administration experience (essential)Strong understanding of pensions, investments and protection administrationExperience using SJP back-office systems and processesExcellent organisational skills and attention to detailStrong client service mindsetAbility to work autonomously in a ..... full job details .....

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