IFA/PSS Administrator — Independent, Detail-Driven (Hybrid)

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

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