At a Glance
- Tasks: Manage client correspondence and support Wealth Managers with administrative tasks.
- Company: Established Wealth Management practice in North London with a friendly team.
- Benefits: Competitive salary, full-time hours, and a supportive work environment.
- Other info: Opportunity for career growth and to mentor junior team members.
- Why this job: Join a professional team and make a real impact in client service.
- Qualifications: 5+ years in financial administration and strong organisational skills.
The predicted salary is between 30000 - 45000 £ per year.
An established Wealth Management and Independent Financial Adviser (IFA) practice is looking for an experienced Senior IFA Administrator to join its friendly and established team. Working closely with Wealth Managers and Financial Planners, you will provide high-quality administrative and client support, helping to ensure the smooth running of the practice and the delivery of an excellent service to clients. This is an ideal opportunity for an experienced IFA Administrator or Wealth Management Administrator who is highly organised, detail-oriented and confident managing their own workload in a busy, 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 supporting materials.
- Managing client requests, including fund movements and transfers.
- Supporting Wealth Managers and Financial Planners with the preparation of paperwork for client reviews.
- Arranging client review meetings and managing 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.
- Good 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 part of a team.
- A strong work ethic and 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. You will work alongside experienced Wealth Managers and Financial Planners, taking ownership of a varied administrative workload and playing an important role in supporting both clients and the wider team.
Interested? If this sounds like the right opportunity for you and you’re interested in taking the next step, we’d love to hear from you. Please get in touch to find out more about the role and discuss your experience.
Senior IFA Administrator in London employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator in London
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We think you need these skills to ace Senior IFA Administrator in 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.
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How to prepare for a job interview at Artemis Recruitment Consultants Ltd Careers
✨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 Recruitment Consultants Ltd Careers.
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Before your interview, reach out to current or former Artemis Recruitment Consultants Ltd Careers 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.
