IFA/Wealth Manager Senior Administrator / Practice Manager

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IFA/Wealth Manager Senior Administrator / Practice Manager, london

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Client:

St. James’s Place

Location:

london, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

Company Description

At St. James’s Place, we provide face-to-face financial advice tailored to the future you want to create. As a FTSE 100 wealth management company with over £190 billion in client funds under management, we connect individuals with some of the best financial planning talent in the industry. We pride ourselves on building trusted, long-term relationships to help our clients achieve their unique financial goals.

Role Description

We are seeking a highly organised and experienced Senior Financial Planning Administrator / Practice Manager to join our team in a full-time role based in London.

This role is primarily operational in nature, with responsibility for overseeing the day-to-day operations of a senior financial adviser’s business, as well as offering guidance and oversight to more junior advisers and their practices. The ideal candidate will be a confident self-starter who can take ownership of business processes, ensure the smooth running of the practice, and maintain the highest standards of client service and regulatory compliance.

You will also provide direct support to the senior adviser, manage client communications and data, and help drive business efficiency and effectiveness across the wider team.

Key Responsibilities

• Operational oversight of the senior adviser’s business, ensuring processes are efficient and compliant
• Provide support and operational guidance to junior advisers and administrators within the practice
• Coordinate and schedule client meetings
• Prepare documentation for new and existing client meetings
• Assist in the creation of financial plans and reports
• Send follow-up documentation and onboarding materials to clients
• Issue Letters of Authority and follow up with providers
• Prepare annual review packs and manage regular review workflows
• Process withdrawals, fund switch requests, and new business submissions
• Liaise with providers to ensure timely and accurate processing of business
• Maintain clear, professional, and timely communication with clients
• Help identify and implement improvements to business operations and client servicing

Qualifications and Experience

• Minimum 3 years of experience in a financial planning or financial services administration role
• Strong operational mindset with a proven ability to manage business processes
• Experience supporting or managing the operations of a financial planning business
• Solid understanding of financial products (e.g., ISAs, pensions, investment bonds)
• Experience in creating or supporting financial planning solutions is preferred but not required
• Previous experience working within St. James’s Place is desired but not required
• Excellent organisational and time-management skills
• Ability to multitask and manage competing priorities effectively
• Strong attention to detail and high accuracy levels
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Study support to achieve Level 4 (Diploma in Regulated Financial Planning)
• Exam support and professional development resources
• Opportunity to work as part of a dynamic, collaborative, and growing team