IFA Administrator -Training & Development Programme- Watford -Up to £37,000 - Full-Time or Part-Time

A well-established St. James's Place Partner Practice near Watford is looking to add an experienced Financial Administrator to their friendly and supportive team.

This is a great opportunity for someone who already understands the SJP systems and processes and enjoys working in a close-knit practice where everyone works together to deliver a great service to clients.

The practice currently supports around 700 clients and is going through a positive period of change, streamlining the client bank to focus on delivering a high-quality service to its core clients.

You'll work closely with two Financial Advisers, supporting them with day-to-day client administration and helping keep the practice running smoothly.

The Role

As a Financial Administrator, you'll be responsible for supporting advisers with a range of client servicing and administrative tasks, including:

• Preparing client valuations, documentation, and meeting packs
• Submitting new business through SJP systems
• Handling ongoing policy servicing and client administration
• Liaising with clients and internal teams to provide updates
• Maintaining accurate client records
• Assisting with light paraplanning work where required (complex work is outsourced)

Who They're Looking For

This role would suit someone who has experience working within a St. James's Place practice and is comfortable supporting advisers in a busy client-facing environment.

You will ideally be:

• Experienced with SJP systems and processes
• Organised and detail-focused
• Comfortable supporting advisers and managing client administration
• A team player who enjoys working in a fun and collaborative environment

Working Arrangements

• Full-time: 5 days per week in the office
• Part-time: Minimum 3 days per week considered

What's On Offer

• Salary to £37,000 depending on experience
• 22 days holiday + bank holidays
• Free onsite parking
• Access to St. James's Place training and development

If you're an experienced SJP Financial Administrator looking to join a well-run and supportive practice, this could be a great next step.

If you're interested in this opportunity, please send your CV to Harry at Financial Divisions