IFA Administrator

Eden Rose; Greater London; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

End-of-year bonus

Pension

Exams and training paid for

Hybrid working

Job summary

Eden Rose is seeking an experienced IFA Administrator / PSS Administrator to join an established St James's Place practice in Holborn. The role offers hybrid working, with the office typically 3-4 days per week, and a chance to own day-to-day administration while supporting advisers.

You will handle client servicing, new business submissions and basic suitability letters, using St James's Place systems, with scope to take on responsibilities from a supportive Practice Manager and grow within the

Qualifications

• 2-3 years' experience within an IFA or wealth management environment.
• Strong knowledge of St James's Place systems and processes.
• Experience across client servicing, new business submissions and basic suitability letters.
• The confidence to work independently and take responsibility for workload.
• Strong attention to detail and a proactive approach.
• Experience in a Practice Manager or similar role would be advantageous.
• Industry qualifications are beneficial but not essential.

Responsibilities

• Managing client servicing and ongoing administration.
• Preparing and submitting new business.
• Working with St James's Place systems and processes.
• Preparing basic suitability letters and supporting documentation.
• Managing client records and ensuring information is accurate and up to date.
• Liaising with providers, clients and advisers to progress cases.
• Taking ownership of tasks and working independently.
• Providing cover for key Practice Manager responsibilities during periods of annual leave.

Skills

Wealth management exp

St James's Place systems

Client servicing

New business submissions

Suitability letters

Independent worker

Attention to detail

Practice Manager experience

Job description

Working Pattern: Hybrid - typically 3-4 days per week in the office

The Opportunity

An established St James's Place practice based in Holborn is looking to appoint an experienced IFA Administrator / PSS Administrator to join its established support team.

The practice currently has two advisers, two PSS back-office administrators and an experienced Practice Manager. This is a key hire for the business, with the successful candidate taking ownership of day-to-day administration and helping ensure advisers continue to receive a high level of support.

The Role

You will provide broad administrative support across the practice, with responsibilities including:

• Managing client servicing and ongoing administration.
• Preparing and submitting new business.
• Working with St James's Place systems and processes.
• Preparing basic suitability letters and supporting documentation.
• Managing client records and ensuring information is accurate and up to date.
• Liaising with providers, clients and advisers to progress cases.
• Taking ownership of tasks and working independently.
• Providing cover for key Practice Manager responsibilities during periods of annual leave.

The practice currently outsources some PSS administration to a virtual firm, although the preference is to keep this to a minimum. The successful candidate will therefore have the opportunity to take greater ownership of the administration function.

About You

The ideal candidate will have:

• 2-3 years' experience within an IFA or wealth management environment.
• Strong knowledge of St James's Place systems and processes.
• Experience across client servicing, new business submissions and basic suitability letters.
• The confidence to work independently and take responsibility for their workload.
• Strong attention to detail and a proactive approach.
• Experience in a Practice Manager or similar position of responsibility would be advantageous.
• Industry qualifications are beneficial but not essential.

Candidates with slightly less experience may also be considered where they can demonstrate strong St James's Place knowledge and relevant experience.

The Practice

The business is currently focused on providing an excellent service to its existing client base and ensuring the practice is operating efficiently before embarking on further growth.

Longer term, there are plans to potentially add further advisers and support staff, but the practice is deliberately looking to remain a well-established, manageable-sized business rather than becoming a large corporate operation.

The office is shared with other St James's Place businesses, providing a sociable working environment and opportunities to get involved in wider work-related and social events.

Salary & Benefits

• End-of-year bonus
• Pension
• Relevant exams and training paid for
• Hybrid working, typically 3-4 days per week in the office
• Opportunity to take on additional responsibility and develop within the practice

Interview Process

The process will typically involve:

• Initial Teams interview
• Face-to-face interview
• Potential third stage if further checks or a practical assessment are required

If you're an experienced PSS / IFA Administrator looking for a role where you can take ownership, work closely with advisers and play an important part in an established practice, this could be an excellent opportunity.