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- Tasks: Oversee daily operations of a senior financial adviser’s business and support junior advisers.
- Company: Join St. James’s Place, a leading FTSE 100 wealth management company with £190 billion in client funds.
- Benefits: Enjoy a competitive salary, career development, study support, and a pension scheme.
- Why this job: Be part of a dynamic team that values client relationships and operational excellence.
- Qualifications: 3+ years in financial planning administration; strong organisational and communication skills required.
- Other info: Opportunity to gain Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 30000 - 40000 £ per year.
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.
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
- 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)
- Competitive salary £30,000 - £40,000
- Long-term career development opportunities
- Study support to achieve Level 4 (Diploma in Regulated Financial Planning)
- Pension scheme
- Exam support and professional development resources
- Opportunity to work as part of a dynamic, collaborative, and growing team
IFA/Wealth Manager Senior Administrator / Practice Manager employer: St. James's Place
Contact Detail:
St. James's Place Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA/Wealth Manager Senior Administrator / Practice Manager
✨Tip Number 1
Familiarise yourself with the specific operational processes used at St. James’s Place. Understanding their unique systems and procedures will give you an edge in demonstrating your readiness to take ownership of business processes.
✨Tip Number 2
Network with current or former employees of St. James’s Place to gain insights into the company culture and expectations for the Senior Financial Planning Administrator role. This can help you tailor your approach during interviews.
✨Tip Number 3
Showcase your organisational skills by preparing a mock schedule or workflow for managing client meetings and documentation. Presenting this during your interview can demonstrate your proactive approach and operational mindset.
✨Tip Number 4
Stay updated on financial products and regulations relevant to the role. Being knowledgeable about ISAs, pensions, and investment bonds will not only boost your confidence but also show your commitment to providing high-quality client service.
We think you need these skills to ace IFA/Wealth Manager Senior Administrator / Practice Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or administration. Emphasise your operational mindset and any specific achievements that demonstrate your ability to manage business processes effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience in supporting financial advisers and how you can contribute to maintaining high standards of client service and regulatory compliance.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as organisational abilities, attention to detail, and proficiency in Microsoft Office. Provide examples of how you've successfully managed competing priorities in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are key traits for this position.
How to prepare for a job interview at St. James's Place
✨Showcase Your Organisational Skills
As a Senior Financial Planning Administrator, you'll need to demonstrate your ability to manage multiple tasks efficiently. Prepare examples from your past experience where you successfully organised client meetings or streamlined business processes.
✨Understand Financial Products
Familiarise yourself with key financial products such as ISAs, pensions, and investment bonds. Being able to discuss these confidently will show your understanding of the industry and your readiness for the role.
✨Communicate Clearly and Professionally
Since maintaining clear communication with clients is crucial, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so being concise and professional is key.
✨Demonstrate a Proactive Mindset
The role requires a self-starter who can take ownership of processes. Be prepared to discuss how you've identified areas for improvement in previous roles and the steps you took to implement changes.
