At a Glance
- Tasks: Join a dynamic team to manage client records and ensure smooth processing of financial transactions.
- Company: Reputable Financial Planning firm in Central London with over 30 years of success.
- 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 difference in clients' financial journeys while developing your skills in a thriving industry.
- 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.
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 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 ample opportunities for professional growth and development within the financial services sector. Enjoy the benefits of working in a vibrant city, with access to a wealth of resources and networking opportunities that can enhance your career.
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 a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your skills, especially around client administration and compliance. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Practice your communication skills! Since strong communication is key in this role, consider doing mock interviews with friends or family. This will help you articulate your experience and show off your organisational skills.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge over other candidates. Plus, we love seeing familiar faces!
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 why you’re a great fit for our team. Keep it concise and engaging – we want to get to know you!
Apply Through Our Website:We encourage you to apply through our website for the best chance of success. It’s super easy, and you’ll be able to submit all the necessary documents in one go. Let’s get your application started!
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.
✨Demonstrate Attention to Detail
Attention to detail is crucial for this role. Prepare to share specific instances where your keen eye for detail has made a difference, whether it was catching an error or ensuring compliance with regulations. This will show that you take quality seriously.
✨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 and the team, and share your thoughts on how you can contribute to their success. Building a connection can leave a lasting impression!
