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For Companies 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: Two years' experience in the IFA sector and strong IT skills required.
- Other info: Great opportunity for career advancement in a vibrant office setting.
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 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Senior Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their needs, especially in investment and pension administration. Confidence is key, so practice makes perfect!
✨Tip Number 3
Don’t just apply through job boards; head over to our website and submit your application directly. This shows initiative and gives you a better chance of standing out from the crowd.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from the interview to remind them why you’re the perfect fit for the Senior Administrator role.
We think you need these skills to ace SENIOR ADMINISTRATOR - LONDON
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Administrator role. Highlight your experience in investment and pension administration, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Mention specific experiences that relate to the job description and show us your enthusiasm for the position.
Showcase Your IT Skills: Since the role requires confidence with various provider platforms, make sure to mention any relevant software you’ve used. If you’ve got experience with Intelligent Office or similar systems, let us know!
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 from us!
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.
