At a Glance
- Tasks: Support Advisers by managing investment and pension administration tasks.
- Company: Dynamic financial services firm based in Kent.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Exciting opportunity for career advancement in a collaborative setting.
- Why this job: Join a key role in a thriving sector and make a real difference.
- Qualifications: Two years' experience in the IFA sector and strong IT skills.
The predicted salary is between 31500 - 38500 £ per year.
We are working with a client based in Kent that is looking to take on a new Administrator. The Operational Support Administrator plays a key role in supporting Advisers and the Operations Manager by managing the administration of investment and pension business.
Core Responsibilities
- Manage the end-to-end processing of new business and additional investments, ensuring compliance documentation is complete.
- Maintain accurate client and business records by updating the back-office system (Intelligent Office).
- Operate across multiple provider platforms to register new funds, process fund switches and execute purchases and sales.
- Prepare documentation ahead of annual review meetings and complete post-meeting administration.
- Support Advisers by gathering, reviewing and organising client information in advance of meetings.
Person Specification
- A minimum of two years' experience working within the IFA sector.
- Proven experience using investment and pension provider platforms.
- Strong understanding of investment and pension administration processes.
- Confident IT user, highly organised with strong communication skills.
Financial Admin (Operations Support) employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
