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- Tasks: Join our team as a Senior IFA Administrator, managing client data and supporting financial planners.
- Company: We're a dynamic Wealth Management firm in London, dedicated to client success and innovation.
- Benefits: Enjoy a competitive salary, hybrid working options, and a supportive work environment.
- Why this job: Be part of a collaborative culture that values your input and offers growth opportunities.
- Qualifications: 4+ years as a Financial Administrator with strong Microsoft Office skills required.
- Other info: Flexible hours and a chance to assist with marketing initiatives make this role unique.
The predicted salary is between 28000 - 36000 £ per year.
Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available.
Responsibilities:
- Prepare review meeting files
- Submit new business and process trades
- Assisting FPAs with new business document preparation
- Accurate and timely input of data into main database and other software
- Ensure client fees and commission are set up and maintained correctly in the main database to support accurate monthly remuneration statements
- Weekly income reconciliation together with running month end in the database to be overseen by Operations Manager
- Provide support to Operations Manager gathering client MI and carrying out organisational projects
- Manage the firms review meeting schedule
- Assist with the gathering of information from providers of policies/investments and inputting onto relevant front sheets, using the checklist provided
- Ensure tasks in the main database are updated and any client interactions are recorded using tasks and purpose-built workflows
- Maintaining client files, inputting, and updating data into systems, in accordance with GDPR guidelines
- Ensure all client communications and documents are scanned in the virtual cabinet in a timely manner
- General office duties include answering phones/intercom, filling, scanning, and photocopying
- Adhoc administration tasks on behalf of Financial Planners and FPAs
- Act as a cover for other Administration team members when out of the office (annual leave, sick leave, lunch breaks etc)
- Assist the Marketing Team with formatting and uploading news/blog material to the website
- Comply with compliance and T&C procedures
- Any other tasks necessary to ensure the smooth running of all client-related processes
- Any other tasks reasonably requested by your employer
Experience:
- Preferably at least 4 years experience as a Financial Administrator
- Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
- Experience of working in a small to medium sized financial services environment
- Excellent organisational skills, flexible and proactive approach to getting the job done
- Strong interpersonal skills, both written and verbal communication
Senior IFA 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 IFA Administrator - London
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with current employees at firms like ours. This can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and compliance standards, especially those related to GDPR. Being knowledgeable about these topics will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss your experience with client data management and software tools. Be ready to provide specific examples of how you've successfully managed client information and contributed to operational efficiency in previous roles.
✨Tip Number 4
Showcase your organisational skills by preparing a mock schedule or workflow for managing client meetings and documentation. This practical demonstration can set you apart from other candidates and highlight your proactive approach.
We think you need these skills to ace Senior IFA Administrator - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Financial Administrator. Focus on your organisational skills and any specific software you’ve used, especially Microsoft Office products.
Craft a Compelling Cover Letter: Write a cover letter that addresses the specific responsibilities mentioned in the job description. Explain how your previous experience aligns with the tasks of preparing review meeting files and managing client data.
Showcase Your Interpersonal Skills: In your application, emphasise your strong written and verbal communication skills. Provide examples of how you've successfully interacted with clients or team members in past roles.
Highlight Compliance Knowledge: Mention any experience you have with compliance and T&C procedures, as this is crucial for the role. If you have worked in environments where GDPR guidelines were important, be sure to include that.
How to prepare for a job interview at Artemis Recruitment Consultants Ltd
✨Know Your Role
Make sure you thoroughly understand the responsibilities of a Senior IFA Administrator. Familiarise yourself with tasks like managing client data, preparing review meeting files, and ensuring compliance with GDPR guidelines. This will help you demonstrate your knowledge and suitability for the role.
✨Showcase Your Experience
Highlight your previous experience as a Financial Administrator, especially if you have over four years in the field. Be prepared to discuss specific examples of how you've successfully managed client data, processed trades, or supported Financial Planners in your past roles.
✨Demonstrate Organisational Skills
Since this role requires excellent organisational skills, come prepared with examples of how you've effectively managed multiple tasks or projects simultaneously. Discuss any tools or methods you use to stay organised and ensure timely completion of tasks.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the company culture, the team you'll be working with, or how success is measured in the role. It shows your interest in the position and helps you assess if it's the right fit for you.
