Senior Financial Administrator – SJP Practice (Watford)

About the role

We are seeking a Senior Financial Administrator to join a busy St. James’s Place practice located near Watford. You will support two financial advisers, ensuring smooth client servicing and administration within a collaborative, office‑based environment.

Key responsibilities

• Provide day‑to‑day client administration and policy servicing for two 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 while complex work is outsourced.
• 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 attention to detail.
• Proactive, team‑oriented attitude.
• Confidence in supporting advisers and managing client administration.

Required skills

• Proficiency with St. James’s Place (SJP) systems.

What we offer

• Salary up to £40,000 depending on experience.
• Annual bonus.
• Free onsite parking.
• Access to in‑house training and development.