Financial Administrator*
Recruitment Agency: Financial Divisions
Location: Fully Remote (UK based)
Working hours: Permanent, full-time
Salary: £35,000 - £40,000 per annum
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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
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