IFA Administrator

IFA Administrator Location: Holborn, London Salary: £35,000 - £45,000 DOE 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 ..... full job details .....