At a Glance
- Tasks: Join a dynamic team to support Paraplanners and Financial Planners in delivering top-notch service.
- Company: A proactive employer based in Holborn, London, focused on client satisfaction and professional growth.
- Benefits: Enjoy a competitive salary of £38,000 plus benefits and bonuses.
- Other info: This role is ideal for tech-savvy individuals eager to enhance their skills in a supportive environment.
- Why this job: Perfect for those passionate about finance, with opportunities to grow into a Paraplanner role.
- Qualifications: No diploma required initially, but willingness to take exams is essential.
The predicted salary is between 38000 - 53200 £ per year.
Job Description
Senior Administrator – Wealth Management
Location: Golders Green, North West London
Salary: £35,000–£45,000 per annum, depending on skills and experience
Hours: Monday to Friday, 9.00am–5.30pm
Job Type: Full-time
The Opportunity
We are recruiting on behalf of an established wealth management practice based in Golders Green for an experienced Senior Administrator to join a friendly and well-established team of wealth managers and financial planners.
This is a varied role combining client administration, front-of-house responsibilities and general office management. You will play an important part in ensuring the smooth running of the office and delivering a high standard of support to clients.
The successful candidate will ideally have a strong background in financial administration, with experience within a wealth management or IFA environment.
Key Responsibilities
- Manage client correspondence, including email and telephone enquiries, and ensure queries are directed to the appropriate wealth manager.
- Assist with new client onboarding and the processing of new business, liaising with clients and providers where required.
- Add and maintain accurate client information on the back-office system.
- Record remittances and fees accurately.
- Prepare and update client packs and marketing documentation.
- Deal with client requests, including monitoring requests for movement of funds and maintaining appropriate records.
- Support wealth managers with the preparation of paperwork for client reviews.
- Arrange client reviews as they become due and prepare follow-up documentation.
- Diarise and monitor income payments and management fees.
- Monitor asset transfer reports and follow up where necessary.
- Produce client valuations and liaise with providers to obtain outstanding statements and resolve queries.
- Support and oversee client-related systems and processes, ensuring an efficient end-to-end service.
- Assist with general office management duties, including monitoring and managing rent payments.
- Provide oversight and support to a Junior Administrator.
About You
We are looking for an organised, personable and detail-focused administrator who is confident dealing with clients, colleagues and external providers.
You will ideally have:
- A minimum of five years' financial administration experience, preferably within a wealth management or IFA practice.
- Strong IT skills, particularly with Microsoft Office.
- Excellent written and verbal communication skills.
- Exceptional attention to detail and accuracy.
- Confidence working with numbers.
- The ability to work independently while also being a strong team player.
- Excellent organisational skills and the ability to manage a changing workload and competing priorities.
- A professional, articulate and friendly manner.
- A strong work ethic and a genuine commitment to providing excellent client service.
Why Apply?
This is an excellent opportunity to join an established wealth management team in Golders Green, taking on a varied and responsible role with significant client contact and the opportunity to become an integral part of the business.
If you are an experienced financial administrator looking for your next career move, we'd be very pleased to hear from you.
Senior IFA Administrator in London employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Senior IFA Administrator in London
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as Paraplanners or IFA Administrators. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial regulations and compliance requirements. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 3
Consider seeking out a mentor who is already working in a similar position. They can provide valuable insights into the day-to-day responsibilities and help you prepare for the transition into a Paraplanner role.
✨Tip Number 4
Stay updated on the latest financial products and services. Being knowledgeable about what’s available in the market will show your enthusiasm for the role and your readiness to support clients effectively.
We think you need these skills to ace Senior IFA Administrator in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in administration, particularly in financial services. Emphasise any technical skills and your ability to work with Paraplanners and Financial Planners.
Craft a Compelling Cover Letter:Write a cover letter that showcases your enthusiasm for the role and the company. Mention your interest in developing into a Paraplanner and how your background aligns with the job requirements.
Highlight Relevant Qualifications:Even if you are not diploma qualified yet, mention any relevant qualifications or courses you are currently pursuing. This shows your commitment to professional development.
Showcase Your Customer Service Skills:Since the role involves working with demanding private clients, provide examples of your customer service experience. Highlight situations where you ensured high levels of client satisfaction.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Technical Knowledge
As a Senior IFA Administrator, you'll need to demonstrate your understanding of financial products and regulations. Brush up on key concepts and be prepared to discuss how you've applied this knowledge in previous roles.
✨Highlight Team Collaboration Skills
This role involves working closely with Paraplanners and Financial Planners. Be ready to share examples of how you've successfully collaborated in a team environment and contributed to achieving common goals.
✨Express Your Willingness to Learn
Since the position offers a pathway to becoming a Paraplanner, it's important to convey your eagerness to learn and grow. Discuss any relevant courses or certifications you plan to pursue and how they align with your career aspirations.
✨Prepare Questions for the Interviewers
Demonstrating your interest in the company and the role is crucial. Prepare thoughtful questions about the team's dynamics, the company's approach to client service, and opportunities for professional development within the organisation.
