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- Tasks: Support financial advisers and manage client relationships in a dynamic environment.
- Company: Established firm in the heart of London, known for its supportive culture.
- Benefits: Career progression, CII qualification support, and a collaborative team atmosphere.
- Why this job: Join a growing team and enhance your skills in financial services.
- Qualifications: 3+ years in financial administration with pensions and investments experience.
- Other info: Opportunity for long-term career growth and professional development.
The predicted salary is between 36000 - 60000 £ per year.
Our client is offering an exciting opportunity to join their team as a Senior Wealth Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry’s leading Financial Advisers. The ideal candidate will have experience of working in an administrative role in financial services, and will have worked with pensions and investments previously. They will be pro-actively supporting and assisting the team, as well as liaising with advisers, financial product providers, clients, and other relevant third parties. This rewarding long-term role will enable you to build on your existing skills and knowledge, whilst enjoying working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to progress their career. They also offer full support with CII qualifications and progression within the firm.
Duties will include:
- Being the point of contact for members of staff for technical queries
- Pro-actively liaising with clients, advisers, providers, and other members of your team to request documentation and provide progress updates.
- Case submission to compliance team
- Client management
- Using online provider platforms
- Using and maintaining the in‑house CRM system.
- Preparation of reports and client review packs, ready for use by the adviser.
- Maintaining pipelines and regularly contacting lenders/providers to facilitate case progression.
- Managing the adviser’s diary/client meetings.
- Working with and adhering to company and FCA policies and procedures.
Skills required:
- Must have excellent industry experience and product knowledge.
- Minimum 3 years’ experience within a similar position.
- Completed at least two R0 CII Courses
- Must have both pension and investment administrations experience.
- Professional approach and excellent telephone & email manner.
- Able to take direction and complete tasks independently.
- Excellent computer skills; experience with Outlook, Word, and Excel.
- Highly organised, with a problem‑solving approach.
- Provide high‑quality technical support to the financial advisers of the firm.
- Exceptional attention to detail is vital.
- The successful candidate will be motivated, efficient, hardworking, and a team player.
SENIOR FINANCIAL ADMINISTRATOR (SJP) - 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 FINANCIAL ADMINISTRATOR (SJP) - LONDON in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is often the golden ticket to landing that interview.
✨Tip Number 2
Prepare for the interview by researching the company and its culture. Understand their values and how they align with your own. This way, when you walk into that interview, you can show them you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice makes perfect! Get a friend or mentor to do mock interviews with you. Focus on common questions related to financial administration and your experience with pensions and investments. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the position can leave a lasting impression. Plus, it shows you’re proactive and genuinely interested in joining their team.
We think you need these skills to ace SENIOR FINANCIAL ADMINISTRATOR (SJP) - LONDON in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Financial Administrator role. Highlight your experience in financial services, especially with pensions and investments, as this will catch our eye!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for the role. Share specific examples of how you've supported teams and liaised with clients in previous positions.
Showcase Your Skills: Don’t forget to mention your technical skills! We love seeing proficiency in Outlook, Word, and Excel, so make sure these are front and centre in your application.
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Since the role requires a solid understanding of these areas, being able to discuss specific products or recent changes in regulations will show that you're not just familiar but genuinely engaged with the industry.
✨Showcase Your Experience
Prepare examples from your previous roles that highlight your administrative skills in financial services. Think about times when you successfully managed client relationships or navigated complex compliance issues. This will help demonstrate your capability to handle the responsibilities of the Senior Financial Administrator position.
✨Ask Smart Questions
During the interview, don’t hesitate to ask insightful questions about the company’s approach to client management or how they support their advisers. This shows that you’re not only interested in the role but also in how you can contribute to the team’s success.
✨Be Organised and Professional
Since the job requires excellent organisational skills, make sure you present yourself in a tidy and professional manner. Bring copies of your CV, prepare a list of references, and have a notebook ready for any important notes. This will reflect your attention to detail and readiness to take on the role.
