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: Make a real impact in the financial services sector while developing your skills.
- Qualifications: Experience in Financial Services and strong organisational skills required.
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.
Senior Client Administrator - IFA. 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 success. We pride ourselves on fostering a collaborative and supportive work culture that values attention to detail and high-quality output, while offering ample 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 excellence, making us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Administrator - IFA. 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 brushing up on your knowledge of financial platforms and processes. Make sure you can confidently discuss your experience and how it aligns with the role of a Senior Client Administrator.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple tasks or projects simultaneously. This will demonstrate your ability to handle the demands of the role.
✨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 Senior Client Administrator - IFA. Job in London Move Collective Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Client Administrator role. Highlight your experience in financial services and any relevant qualifications. We want to see how your skills match what we're looking for!
Showcase Attention to Detail:Since this role requires a strong focus on accuracy, be sure to showcase your attention to detail in your application. Use examples from your past work where you’ve successfully managed complex tasks or maintained high-quality output.
Communicate Clearly:Strong communication skills are key for this position. When writing your cover letter, make it clear how you can build relationships and collaborate with colleagues. We love seeing candidates who can express themselves well!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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 solid understanding of the industry, 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.
✨Communicate Clearly
Strong communication skills are key for this role. Practice articulating your thoughts clearly and concisely. You might be asked to explain complex concepts, so being able to simplify your explanations will show that you can build strong relationships with clients and colleagues.
✨Be Ready for Compliance Questions
Since regulatory awareness is crucial, prepare yourself for questions about compliance requirements within an IFA environment. Familiarise yourself with relevant regulations and be ready to discuss how you ensure compliance in your previous roles.
