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Senior Financial Administrator - London
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Artemis Recruitment Consultants
Senior Financial Administrator - London

Senior Financial Administrator - London

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team as a Senior Financial Administrator, handling client meetings and administrative tasks.
  • Company: A leading financial services firm based in London, dedicated to exceptional client service.
  • Benefits: Enjoy flexible working options, competitive salary, and opportunities for professional growth.
  • Why this job: Be part of a dynamic team, making a real impact in clients' financial journeys.
  • Qualifications: 5+ years in IFA administration, strong IT skills, and excellent communication abilities required.
  • Other info: Experience with Transact or similar systems is a plus; relevant qualifications are advantageous but not essential.

The predicted salary is between 43200 - 72000 £ per year.

Senior Financial Administrator – London

Our client is looking for a Senior Financial Administrator to join their team in London.

Key Accountabilities:

PA and general admin duties

  • Organise and diarise meetings on behalf of the Private Client Advisors
  • Work with the Private Client Advisors to prioritise tasks
  • Fields calls and email queries as appropriate and act on all non-technical queries
  • Provide agendas and information requests prior to client meetings, if required
  • Assist with the production of management information, as required by central teams
  • Assist with general administration as required e.g. ad-hoc scanning and filing

    • Client servicing and meeting preparation

  • Use appropriate systems and processes to submit new business to providers
  • Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
  • Prepare application forms and other documents for client signing or approval
  • Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
  • Produce accurate client portfolio valuations and statements using Intelligent Office
  • Complete and assist with trades and portfolio rebalancing, as required
  • Assist with cash management control on client accounts (bonds, SIPPs, etc)
  • Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant

    • Correspondence and client files

  • Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
  • Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriate
  • Ensure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMS
  • Run client risk tolerances and carry out anti-money laundering checks
  • Ensure electronic client files are organised and updated, and easily accessible

    • Compliance with FCA and company procedures

  • Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential
  • Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process
  • Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR
  • Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS
  • Record and file all relevant correspondence

    • Experience and Qualifications:

  • 5+ years’ experience in an IFA administration role
  • Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
  • Demonstrable experience of delivering client service at the highest level
  • Experience of using Transact, iO or equivalent system to perform an administrative role
  • Excellent IT skills with a good working knowledge of Excel
  • Excellent written and verbal communication skills with a high level of attention to detail
  • Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
  • Relevant industry qualifications will be an advantage, but are by no means essential.

    • Senior Financial Administrator - London employer: Artemis Recruitment Consultants

    Join a dynamic team in London as a Senior Financial Administrator, where you will thrive in a supportive work culture that prioritises employee growth and development. With a focus on client service excellence, our company offers competitive benefits and a collaborative environment that encourages innovation and professional advancement, making it an ideal place for those seeking meaningful and rewarding employment.
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    Contact Detail:

    Artemis Recruitment Consultants Recruiting Team

    View Artemis Recruitment Consultants Profile

    StudySmarter Expert Advice 🤫

    We think this is how you could land Senior Financial Administrator - London

    ✨Tip Number 1

    Network with professionals in the financial services sector, especially those who work in administration roles. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.

    ✨Tip Number 2

    Familiarise yourself with Intelligent Office and other systems mentioned in the job description. Consider taking online courses or tutorials to enhance your skills, as this will demonstrate your commitment and readiness for the role.

    ✨Tip Number 3

    Prepare to discuss your experience in client servicing and compliance during interviews. Think of specific examples where you successfully managed client relationships or adhered to FCA regulations, as these will be crucial in showcasing your fit for the position.

    ✨Tip Number 4

    Research the company’s values and recent news related to their operations. This knowledge will not only help you tailor your conversation but also show your genuine interest in becoming a part of their team.

    We think you need these skills to ace Senior Financial Administrator - London

    Client Servicing
    Administrative Skills
    Meeting Coordination
    Attention to Detail
    Financial Knowledge (Pensions, Investments, ISAs, Bonds, Trusts)
    Experience with Intelligent Office (iO)
    Transact System Proficiency
    Excellent IT Skills
    Excel Proficiency
    Written and Verbal Communication Skills
    Compliance Knowledge (FCA, GDPR, Anti-Money Laundering)
    Risk Profiling
    Document Management
    Time Management
    Problem-Solving Skills

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights relevant experience in financial administration, particularly in areas like client servicing, compliance, and the use of systems like Intelligent Office. Use keywords from the job description to align your skills with what the company is looking for.

    Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your 5+ years of experience in IFA administration and how it has prepared you for this position. Be specific about your achievements and how they relate to the key accountabilities listed in the job description.

    Highlight Relevant Skills: In your application, emphasise your technical knowledge of pensions, investments, and compliance procedures. Make sure to mention your proficiency with tools like Transact and Excel, as these are crucial for the role.

    Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Attention to detail is essential in this role, so ensure your application reflects that quality.

    How to prepare for a job interview at Artemis Recruitment Consultants

    ✨Showcase Your Experience

    Make sure to highlight your 5+ years of experience in IFA administration. Be prepared to discuss specific examples of how you've delivered exceptional client service and managed complex tasks in previous roles.

    ✨Demonstrate Technical Knowledge

    Familiarise yourself with key financial concepts such as pensions, investments, ISAs, and compliance regulations. During the interview, confidently discuss your understanding of these areas and how they relate to the role.

    ✨Prepare for Scenario Questions

    Expect scenario-based questions that assess your problem-solving skills and ability to handle client queries. Think of past situations where you successfully resolved issues or improved processes, and be ready to share those stories.

    ✨Ask Insightful Questions

    Prepare thoughtful questions about the company’s culture, team dynamics, and expectations for the Senior Financial Administrator role. This shows your genuine interest in the position and helps you determine if it's the right fit for you.

    Senior Financial Administrator - London
    Artemis Recruitment Consultants
    Location: London
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