Keeping things organised
Because good administration is what keeps advice moving. We take care of the day-to-day tasks – so your SJP practice can stay focused on clients, not paperwork.
What this can look like
Working with you
We take care of the details that keep your practice running efficiently. With access to the SJP Intranet and Salesforce, our admin team works seamlessly within your setup – managing processes, tracking progress, and keeping every task organised.
This service is trusted by SJP advisers and practices who want reliable back-office support, smooth operations, and less time spent managing provider and platform admin.

Support made simple
Because efficient admin keeps everything else moving.
Our experienced team understands the pace of SJP Practices and manages each task with accuracy, consistency, and care – helping you deliver a smoother experience for both advisers and clients.
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Need to know more
Browse our FAQs to learn more about our support and services.
Our admin service assists St. James’s Place advisers and partners with reliable daily support. We handle tasks from client file management to new business processing - providing accurate, flexible help that keeps everything running efficiently behind the scenes.
Yes. Many SJP firms choose to outsource specific tasks such as processing new business or updating client details. Others rely on us for full administrative support. We adapt to your systems and processes so our work integrates seamlessly.
Every admin task follows a detailed, documented process to guarantee accuracy and security. We treat client information with the highest level of confidentiality and meet the same data protection standards you apply in-house.
Yes. Our team is built to manage steady workloads as well as periods of increased demand. We can scale quickly to deliver consistent, accurate results, ensuring no disruption to your operations.
Outsourcing removes the time pressure of routine admin so you can prioritise clients and advice. It streamlines your processes, improves turnaround times, and ensures your business runs smoothly and compliantly.