At a Glance
- Tasks: Join a dynamic team to manage client records and ensure smooth processing of financial transactions.
- Company: Reputable Financial Planners with over 30 years of success in Central London.
- Benefits: Competitive salary, supportive work environment, and opportunities for professional growth.
- Other info: Collaborative culture with a focus on compliance and high-quality output.
- Why this job: Be a key player in a thriving firm and make a real difference in clients' financial journeys.
- Qualifications: Experience in Financial Services and strong organisational skills are essential.
The predicted salary is between 35000 - 45000 £ per year.
An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and, due to on-going success, require a Senior Client Services Administrator who plays a key role in the Administration Team by ensuring accurate and timely processing of new business, maintaining client records, and managing essential administrative tasks. This position requires strong attention to detail, excellent organisational skills, and a thorough understanding of financial platforms and processes.
Skills required:
- Proven experience within Financial Services.
- Confidential, reliable, and trustworthy.
- Self-motivation, resilience and a clear focus on attention to detail and high-quality output.
- Ability to work collaboratively with colleagues and build strong relationships and networks.
- Strong communication skills.
- Strong organisational and time management skills.
- Regulatory awareness – understanding compliance requirements within an IFA environment.
Desirable:
- To be working towards or achievement of a Level 4 relevant industry qualification.
Duties:
- Accurately process new business on Curo using event lists.
- Process new business on relevant platforms.
- Monitor new business through Curo event lists.
- Update Curo with new client information and perform data cleansing.
- Process withdrawals and contributions onto platforms.
- Handle key transactions including drawdowns, Bed & SIPP, Bed & ISA.
- Pre-complete provider forms for clients.
- Produce review packs for adviser meetings.
- Schedule client annual review meetings.
- Support Administrators as required.
- Issue suitability reports and post-meeting correspondence accurately and within agreed timescales.
- Enter existing business transactions, including withdrawals, into Curo.
- Manage Curo processes for departed and deceased clients, ensuring accurate workflow completion.
- Process Letters of Authority and liaise with providers as required.
- Maintain complete, accurate and compliant client documentation and records in line with business standards and regulatory requirements.
IFA Senior Client Administrator. Job in London Move Collective Jobs employer: Broughton Group
Join a well-established firm of Financial Planners in the heart of Central London, where your role as a Senior Client Administrator will be pivotal to our ongoing success. We pride ourselves on fostering a collaborative and supportive work culture that values attention to detail and high-quality output, while also offering opportunities for professional growth and development within the financial services sector. With over 30 years of experience, we provide a dynamic environment that encourages innovation and rewards dedication, making us an excellent employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Senior Client Administrator. Job in London Move Collective Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you stand out as someone who genuinely wants to be part of their team.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client administration and compliance. Being articulate about your experience will show you’re ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace IFA Senior Client Administrator. Job in London Move Collective Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the IFA Senior Client Administrator role. Highlight your experience in financial services and any relevant qualifications, especially if you're working towards that Level 4 qualification. We want to see how your skills match what we're looking for!
Showcase Your Attention to Detail:Since this role requires a strong focus on accuracy, be sure to showcase examples where you've demonstrated attention to detail in your previous roles. Whether it's processing new business or managing client records, let us know how you ensure high-quality output.
Communicate Clearly:Strong communication skills are key in this position. When writing your application, be clear and concise. Use straightforward language to describe your experiences and how they relate to the job. We appreciate clarity just as much as you do!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Broughton Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial platforms and processes. Since this role requires a strong understanding of these areas, be prepared to discuss your previous experience in financial services and how it relates to the tasks you'll be handling.
✨Show Off Your Organisational Skills
This position demands excellent organisational skills, so think of examples from your past where you've successfully managed multiple tasks or projects. Be ready to explain how you prioritise your workload and ensure accuracy in your work.
✨Demonstrate Attention to Detail
Attention to detail is crucial for this role. During the interview, highlight specific instances where your meticulous nature has led to successful outcomes. You might even want to mention how you handle data cleansing and maintaining client records accurately.
✨Build Rapport with the Interviewers
Strong communication skills are key, so don’t forget to engage with your interviewers. Ask insightful questions about the company culture and team dynamics. This shows that you're not just interested in the job, but also in building relationships within the team.
