At a Glance
- Tasks: Manage investment and pension administration while supporting Advisers and the Operations Manager.
- Company: Dynamic firm in the City with a focus on investment and pension services.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a fast-paced team and make a real impact in the finance sector.
- Qualifications: Minimum two years' experience in the IFA sector and strong IT skills.
- Other info: Opportunity to work on exciting projects and improve processes.
The predicted salary is between 36000 - 60000 £ per year.
We are working with a client based in the City that is looking to take on a new Senior Administrator. The Senior Administrator plays a key role in supporting Advisers and the Operations Manager by managing the administration of investment and pension business. The position requires strong attention to detail, the ability to manage multiple priorities, and confidence working across provider platforms in a regulated environment.
Core Responsibilities
- Manage the end-to-end processing of new business and additional investments, ensuring all required compliance documentation is complete prior to submission.
- Maintain accurate client and business records by updating the back-office system (Intelligent Office) and storing all supporting documentation.
- Operate across multiple provider platforms to register new funds, process fund switches, execute purchases and sales, and action ad hoc income withdrawals.
- Prepare documentation ahead of annual review meetings and complete post-meeting administration, including the production of annual review reports.
- Provide administrative support to platform migration activity, assisting with the transfer of client assets between platforms.
- Support Advisers by gathering, reviewing, and organising client information in advance of meetings.
- Carry out all routine investment and pension administration tasks in line with internal procedures and regulatory requirements.
- Assist with incoming calls during busy periods, providing cover for reception as required.
- Contribute to one-off projects and process improvements when needed.
- Produce basic management and operational reports.
- Organise and prioritise workload to meet deadlines and ensure the timely processing of investment transactions and new business.
- Provide regular updates and escalate issues to the Operations Manager where necessary.
Experience and Qualifications
- A minimum of two years’ experience working within the IFA sector.
- Proven experience using investment and pension provider platforms.
Knowledge and Technical Skills
- Strong understanding of investment and pension administration processes.
- Confident IT user with the ability to quickly learn new systems and software.
- Experience working in a fast-paced, high-volume office environment.
- Comfortable working independently while contributing effectively to a wider team.
Personal Attributes
- Strong communication skills, both written and verbal.
- Highly organised, with the ability to manage competing priorities.
- Proactive approach to identifying issues and escalating appropriately.
- Reliable, punctual, and detail-focused.
If you are interested in applying for this role, then please send your CV to sam@artemisrecruitment.co.uk.
SENIOR ADMINISTRATOR - LONDON in City of London employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SENIOR ADMINISTRATOR - LONDON in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and don’t be shy about letting people know you’re on the hunt for a Senior Administrator role. You never know who might have the inside scoop on an opportunity.
✨Tip Number 2
Prepare for interviews by researching the company and the role. Understand their values and how you can contribute as a Senior Administrator. Practise common interview questions and think of examples from your experience that showcase your skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. It’s also a chance to reiterate why you’re the perfect fit for the Senior Administrator role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Administrator job, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace SENIOR ADMINISTRATOR - LONDON in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your experience in investment and pension administration, as well as your ability to manage multiple priorities.
Showcase Your Attention to Detail: Since this role requires strong attention to detail, include examples in your application that demonstrate how you've successfully managed compliance documentation or maintained accurate records in previous roles.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where necessary to make it easy for us to see your key achievements and relevant experience at a glance.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investment and pension administration processes. Familiarise yourself with the specific platforms mentioned in the job description, like Intelligent Office, so you can confidently discuss your experience and how it relates to the role.
✨Show Off Your Organisation Skills
Since the role requires managing multiple priorities, be ready to share examples of how you've successfully organised your workload in the past. Think of specific situations where you met tight deadlines or handled competing tasks effectively.
✨Communicate Clearly
Strong communication skills are a must for this position. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to demonstrate your interest and engagement.
✨Be Proactive
The job calls for a proactive approach to identifying issues. Prepare to discuss instances where you took the initiative to solve a problem or improve a process. This will show that you're not just reactive but also forward-thinking, which is crucial in a fast-paced environment.