At a Glance
- Tasks: Support a Chartered Financial Planner with administration and annual review processes.
- Company: Join a boutique Chartered IFA practice partnered with a top UK accountancy firm.
- Benefits: Enjoy hybrid working, competitive salary, exam support, and fun team events.
- Other info: Perfect for those who thrive in a close-knit, non-corporate environment.
- Why this job: Be part of a dynamic, supportive team where your contributions truly matter.
- Qualifications: Experience with client documentation and Intelligent Office systems is essential.
The predicted salary is between 30000 - 42000 £ per year.
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.
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IFA Administrator in London employer: Eden Rose
Total Waste Management is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, this role provides clear pathways to senior positions, alongside a competitive bonus scheme and the opportunity to engage with large multi-site clients in the manufacturing sector. Join us to be part of a forward-thinking consultancy that values your contributions and supports your professional development.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Administrator in London
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, such as Intelligent Office and Dynamic Planner. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who work in smaller IFA practices. Engaging with them can provide insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 3
Prepare to discuss your experience with client documentation and annual review processes in detail. Be ready to share specific examples of how you've successfully managed these tasks in previous roles, as this will highlight your suitability for the position.
✨Tip Number 4
Showcase your ability to work collaboratively within a small team. Think of examples where you've contributed to a positive team environment or supported colleagues, as this aligns well with the non-corporate culture they value.
We think you need these skills to ace IFA Administrator in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in administration, particularly within the financial services sector. Emphasise your familiarity with Intelligent Office systems and any platforms like Aviva or AJ Bell.
Craft a Compelling Cover Letter:Write a cover letter that showcases your understanding of the role and the company culture. Mention your ability to work collaboratively in a small team and your enthusiasm for supporting a Chartered Financial Planner.
Highlight Relevant Skills:In your application, specifically mention your experience with preparing client documentation and annual review processes. Use examples to demonstrate your proficiency with tools like Dynamic Planner.
Proofread Your Application:Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for an IFA Administrator role.
How to prepare for a job interview at Eden Rose
✨Show Your Knowledge of Financial Planning
Make sure to brush up on your understanding of financial planning and tax expertise. Be prepared to discuss how your previous experience aligns with the responsibilities of preparing client documentation and annual review processes.
✨Familiarise Yourself with Relevant Software
Since the role involves using Intelligent Office (IO) systems and platforms like Aviva, AJ Bell, and Abrdn, it’s crucial to demonstrate your proficiency with these tools. If you have experience with Dynamic Planner, be ready to share specific examples of how you've used it effectively.
✨Emphasise Team Collaboration
This position is within a small, dynamic team, so highlight your ability to work collaboratively. Share examples of how you've successfully supported colleagues in the past and contributed to a positive team environment.
✨Express Your Interest in a Non-Corporate Culture
The company values a supportive and personable culture. During the interview, convey your enthusiasm for working in a smaller, non-corporate setting and how you appreciate building strong relationships with clients and colleagues.
