Join SJP as a Wealth Management Operations Assistant – London Office

Location: Knightsbridge, London
Type: Full-Time | Permanent | On-Site (5 days a week)
Level: Entry-Level
Salary: Competitive + Bonus
Benefits: Annual leave | Company Pension | Private Medical Insurance

✨ Start Your Career with Purpose at St. James’s Place

Are you ready to step into a fast-paced corporate environment where your work truly matters? St. James’s Place (SJP) is offering an exciting entry-level opportunity for a driven and organised individual to become part of our Wealth Management team.

As a Wealth Management Operations Assistant, you’ll play a vital role in supporting senior managers and enhancing the daily operations of one of the UK’s leading wealth management firms. You’ll gain hands-on experience, engage with multiple stakeholders, and develop a well-rounded foundation in financial services and operational support.

About the Role:

In this support-focused role, you’ll provide professional administrative and operational assistance to our senior wealth management managers. Your work will directly contribute to the achievement of business targets, efficient workflow management, and seamless collaboration across departments.

You will:

• Prepare digital meeting packs including formatting management information (MI)
• Update and maintain Salesforce records to ensure accuracy in Partner interactions
• Extract and interpret data from systems like Power BI and Salesforce
• Coordinate internal events such as workshops and peer groups
• Assist with logistics for community events, supporting both preparation and on-site delivery
• Handle day-to-day queries and provide solutions by liaising with internal stakeholders
• Prioritise tasks based on urgency and business need
• Take and follow up on meeting minutes where required
• Offer administrative cover during holidays and support the national operations team
• Occasionally cover reception duties including visitor registration and switchboard operations
• Proactively monitor facilities and escalate issues as necessary
• Contribute to process improvements and project delivery within the wider operations team

This is a varied and people-focused role that offers a perfect entry point into the world of wealth management and financial operations.

🎯 Key Skills & Attributes We’re Looking For:

We’re not just hiring for skills — we’re hiring for attitude. If you’re motivated, professional, and eager to grow, we’d love to hear from you.

You’ll thrive in this role if you have:

• Excellent organisation and prioritisation skills
• Confidence in using Microsoft Office (especially Excel, Word, and PowerPoint)
• The ability to understand and interpret MI (Management Information)
• Clear and effective communication skills, both written and verbal
• A professional and courteous approach when dealing with all internal and external stakeholders
• An understanding of the importance of accuracy, confidentiality, and brand image
• A proactive, solution-oriented mindset
• The ability to manage your time, reprioritise quickly, and take initiative
• A willingness to contribute in team meetings and support wider project tasks

Who You’ll Be Working With:

As part of the Wealth Management team, you’ll collaborate with:

• Senior Business Partners
• Operational and regional support teams
• Third-party providers
• National and local event teams
• Reception and facilities staff
• The wider SJP operations and administrative functions

You’ll be fully immersed in our dynamic and professional culture while supporting one of the UK’s most trusted financial organisations.

🏆 Why Choose SJP?

At St. James’s Place, we’re passionate about excellence, innovation, and autonomy. We empower our people to chart their own career path, encouraging independence while offering the guidance needed to grow and thrive.

Joining us means being part of a forward-thinking business that believes in:

• 🌟 High standards of service
• 🌱 Continuous development
• 🤝 Strong community and team values
• 🧠 Encouraging new ideas and process improvements

We’re committed to diversity, equality, and inclusion. Whether you’re returning from a career break, transitioning from another sector, or just starting out — we welcome your application.

🎁 Your Benefits at a Glance:

We believe in recognising your effort and rewarding your contribution. As a full-time team member, you’ll enjoy:

🏖️ Time Off & Wellbeing:

• 28 days annual leave + bank holidays
• Option to purchase up to 5 additional days of holiday
• Private medical insurance (optional taxable benefit)
• Support for mental health and wellbeing

💼 Financial & Career Development:

• 10% non-contributory pension (increases with service)
• Annual discretionary bonus based on company and personal performance
• Learning and development programmes to help you grow

🏡 Flexibility & Support:

• On-site office role (Knightsbridge location) with opportunities to collaborate in person
• Access to internal networks and communities
• Reasonable adjustments and accessibility support available upon request

💡 What Makes This Role Different?

Unlike generic admin jobs, this role offers insight into the inner workings of financial services, exposure to CRM systems like Salesforce, and the chance to support event delivery, data analysis, and project coordination. It’s a varied, interactive, and career-defining role for someone ready to learn.

You’ll gain knowledge in:

• Strategic planning
• Stakeholder management
• Operational reporting
• Event coordination
• Workflow optimisation

Plus, with visibility across multiple business units, your contribution will help shape key outcomes — making a real impact at the heart of our organisation.

🎯 Who Should Apply?

This role is perfect for you if you’re:

• A recent graduate, college leaver, or someone seeking a career change
• Looking for an entry-level role in financial services, operations, or business support
• A confident communicator who enjoys multitasking and working with people
• Excited by the idea of growing within a reputable FTSE 100 company

 SJP’s Commitment to Inclusion

At St. James’s Place, diversity makes us stronger. We celebrate individuality and are proud to be an equal opportunities employer. If you require reasonable adjustments during the recruitment process, please contact us at careers@sjp.co.uk.

We also encourage candidates who don’t meet every single requirement to apply. We believe in potential and welcome applicants with transferable skills, life experience, and different backgrounds.

How to Apply

If this opportunity sounds like the right fit for you, click “Apply” and submit your application today. A member of our recruitment team will be in touch to guide you through the next steps.

📌 Please familiarise yourself with the FCA conduct regulations and Consumer Duty guidelines ahead of your interview.

Your Career Starts Here

Begin your professional journey with an organisation that truly values your contribution. At SJP, your ambition will be met with opportunity, and your efforts will be recognised every step of the way.

📝 Apply now and help us shape the future of wealth management.