At a Glance
- Tasks: Manage client correspondence and support Wealth Managers with administrative tasks.
- Company: Established Wealth Management practice in London with a professional team.
- Benefits: Competitive salary, supportive work environment, and opportunities for career growth.
- Other info: Collaborative culture with opportunities to mentor junior team members.
- Why this job: Join a dynamic team and make a real impact in client relationships.
- Qualifications: 5+ years in financial administration with strong attention to detail.
The predicted salary is between 30000 - 45000 £ per year.
Location
London
Salary
£30,000 - £45,000
A well-established Wealth Management and Independent Financial Adviser (IFA) practice is seeking an experienced Senior IFA Administrator to join its established team.
The successful candidate will work closely with Wealth Managers and Financial Planners, providing high-quality administrative and client support to ensure the smooth running of the practice and the delivery of an excellent service to clients.
The role would suit an experienced IFA Administrator or Wealth Management Administrator who is confident managing their own workload, has excellent attention to detail and enjoys working in a client-focused environment.
Key Responsibilities
- Managing client correspondence, including emails and telephone enquiries, and directing queries to the appropriate Wealth Manager or Financial Planner.
- Supporting new business processing, including new client onboarding and liaising with clients, providers and other relevant parties.
- Adding and maintaining accurate client information on back-office systems.
- Recording fees, payments and other relevant financial information on internal systems.
- Preparing and updating client packs, documentation and other supporting materials.
- Managing client requests, including fund movements, transfers and associated administration.
- Supporting Wealth Managers and Financial Planners with the preparation of paperwork for client reviews.
- Arranging client review meetings and managing the associated follow-up administration.
- Diarising and monitoring income payments, management fees and asset transfers.
- Producing client valuations and liaising with providers to obtain outstanding statements and resolve queries.
- Supporting and overseeing client-related systems and processes to ensure an efficient, end-to-end service.
- Assisting with general office administration and day-to-day office management.
- Providing guidance and support to junior members of the administration team.
About You
The ideal candidate will have
- A minimum of 5 years' financial administration experience, ideally within an IFA, Wealth Management or Financial Planning environment.
- Strong knowledge of financial services administration and client processes.
- Excellent working knowledge of Microsoft Office, particularly Outlook and Excel.
- Excellent written and verbal communication skills.
- Strong attention to detail and a high level of accuracy.
- Confidence working with numbers and financial information.
- Excellent organisational and time-management skills.
- The ability to prioritise and manage a changing workload.
- A professional, personable and client-focused approach.
- The ability to work independently as well as collaboratively within a team.
- A strong work ethic and a proactive approach to problem-solving.
The Opportunity
This is an excellent opportunity for an experienced Senior IFA Administrator to join a professional and established Wealth Management practice, working alongside experienced Wealth Managers and Financial Planners.
The role offers the opportunity to take ownership of a varied administrative workload, build strong relationships with clients and providers, and play an important role in supporting the wider Wealth Management team.
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Senior IFA Administrator - London 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.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator - London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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We think you need these skills to ace Senior IFA Administrator - London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Artemis Clarke Ltd.
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Research and Reflect:Before hitting that 'apply' button on Artemis Clarke Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Artemis Clarke Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Artemis Clarke Ltd.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Artemis Clarke Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
