Financial Administrator – SJP Practice Near Watford

About the role

Join a busy, well‑established St. James's Place practice based in Elstree, supporting two financial advisers in a collaborative environment. The role focuses on delivering high‑quality client service and efficient administration for a portfolio of around 700 clients.

Key responsibilities

• Provide day‑to‑day client administration and policy servicing for advisers.
• Prepare client valuations, documentation, and meeting packs.
• Process new business submissions and ongoing client requests using SJP systems.
• Liaise with clients and internal teams to maintain a high level of service.
• Assist with light paraplanning tasks where required.
• Maintain accurate client records and support general practice administration.

Required profile

• Previous experience working within a St. James's Place practice.
• Strong organisational skills and meticulous attention to detail.
• Proactive, team‑oriented attitude.
• Confidence in supporting advisers and managing client administration.

Required skills

• SJP systems proficiency

What we offer

• Salary up to £35,000 per year, dependent on experience.
• 22 days holiday plus statutory leave.
• Free onsite parking at Centennial Business Park, Elstree.
• Access to in‑house training and development from St. James's Place.
• Full‑time (5 days) or part‑time (minimum 3 days) office‑based work.