Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join us as a Private Client Administrator, supporting our Managing Director and team with top-notch admin skills.
- Company: We're an Independent Financial Planning Practice in Shepperton, dedicated to exceptional client service.
- Benefits: Enjoy flexible work options, including occasional remote work, and a supportive team environment.
- Why this job: This role offers a chance to enhance client experiences while developing your skills in finance.
- Qualifications: Seeking graduates or those with 1+ years in financial services, especially in admin roles.
- Other info: Ideal candidates will have experience with Intelligent Office and a solid understanding of FCA regulations.
The predicted salary is between 28800 - 43200 £ per year.
Our Client is an Independent Financial Planning Practice in Shepperton, seeking an experienced Private Client Administrator.
This role will be primarily office based, but with flexibility on ad-hoc occasions to work from home.
The Role
Working as Private Client Administrator and PA to the Managing Director, providing exceptional quality administrative and technical support to him and the wider team. Duties and Responsibilities will include, but not be limited to:
· Providing administration support
· Process and submit new business to providers and ensure all paperwork is completed accurately
· Ensure client data is accurately maintained on iO (Back office system), including all written and electronic communication with clients, providers and meeting notes
· Prepare documentation for client meetings, including literature, illustrations and forms from providers. Pre-complete application forms and other documents for client signing or approval where necessary.
· Ensure client agreements, including fee schedules, are in place and signed, documented and saved so that all client records remain FCA compliant and up-to-date
· Schedule and manage follow up tasks relating to client meetings and business submissions, using iO to monitor, accurately record and update tasks
· Produce client portfolio valuations and statements and assist with trades and portfolio rebalancing if required
· Maintain effective business relationships with external providers through email and telephone communication
· Close plans correctly on iO in a timely manner and ensure income expectations are entered on the system and settled
· Follow risk profiling procedures using FinaMetrica, record risk profile score in iO and save risk profile
· Comply with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential and internal procedures are followed e.g. complaints, anti-money laundering and GDPR
· Assist other members of the team, including holiday cover
- Drive and enhance the client experience
To be considered for this position we are seeking either a graduate with a degree that is relevant to this industry or someone who has at least one years’ experience within the financial services sector, ideally in an administrative role, working for an independent whole of market IFA. Other requirements include:
· Ideally, minimum 1 years’ experience of Intelligent Office
· Sound technical knowledge covering investments, pensions, protection for High Net Worth Individuals, Trusts and Corporates including the underwriting process
· Understanding of the FCA rules and regulations
· Excellent IT Skills
· Excellent written and verbal communication skills
-
Ability to prioritise tasks and work under pressure
-
Put the client at the forefront of everything we do
-
Honesty and loyalty
IFA Administrator employer: @ Artemis Talent
Contact Detail:
@ Artemis Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarize yourself with Intelligent Office (iO) as it's a key system used in this role. If you have experience with it, be ready to discuss specific tasks you've completed using the software.
✨Tip Number 2
Brush up on your knowledge of FCA rules and regulations. Being able to demonstrate your understanding of compliance will show that you're serious about maintaining high standards in client care.
✨Tip Number 3
Prepare to discuss your experience with High Net Worth Individuals and the specific services you’ve provided. Highlight any relevant administrative tasks you've handled in previous roles.
✨Tip Number 4
Showcase your communication skills by preparing examples of how you've effectively managed client relationships in the past. This could include handling inquiries or resolving issues promptly.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the IFA Administrator position. Make sure you understand the key responsibilities and requirements, as this will help you tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services, particularly in administrative roles. Mention specific tasks you've handled that align with the duties listed in the job description, such as client data management or compliance procedures.
Showcase Technical Skills: Make sure to highlight your technical skills, especially if you have experience with Intelligent Office or similar back office systems. Provide examples of how you've used these tools to enhance efficiency or improve client service.
Communicate Clearly: Since excellent written and verbal communication skills are essential for this role, ensure that your application is well-structured and free of errors. Use clear and concise language to convey your qualifications and enthusiasm for the position.
How to prepare for a job interview at @ Artemis Talent
✨Showcase Your Administrative Skills
Be prepared to discuss your previous administrative experience, especially in financial services. Highlight specific examples where you successfully managed client data, processed paperwork, or supported senior management.
✨Demonstrate Technical Knowledge
Familiarize yourself with Intelligent Office and be ready to explain how you've used it in past roles. Discuss your understanding of investments, pensions, and compliance regulations, as this will show your readiness for the role.
✨Emphasize Client-Centric Approach
Prepare to talk about how you prioritize client needs in your work. Share examples of how you've enhanced client experiences or resolved issues, demonstrating that you put clients at the forefront of your efforts.
✨Communicate Clearly and Confidently
Since excellent communication skills are crucial, practice articulating your thoughts clearly. Be ready to answer questions concisely and ask insightful questions about the company and role to show your interest.
