At a Glance
- Tasks: Join a dynamic team to manage client records and process new business efficiently.
- 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: Ideal for self-motivated individuals looking to build a career in finance.
- Why this job: Make a real impact in financial services while developing your skills in a collaborative setting.
- 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 employer: Cameron James
Join a dynamic project-driven business as the Head of Finance, where you will lead a talented team and play a pivotal role in shaping financial strategies. Our supportive work culture fosters collaboration and innovation, offering ample opportunities for professional growth and development. Located in a vibrant area, we provide competitive salaries and a range of benefits that make us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land IFA Senior Client Administrator
✨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 be able to refer you directly to hiring managers.
✨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 with Curo and other relevant systems, as this will show you're ready to hit the ground running.
✨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 essential administrative tasks required in 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 are proactive about their job search!
We think you need these skills to ace IFA Senior Client Administrator
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. We want to see how your skills match what we're looking for!
Showcase Attention to Detail:Since this role requires strong attention to detail, make sure your application is free from typos and errors. We appreciate a polished application that reflects your organisational skills and commitment to high-quality output.
Be Clear and Concise:When writing your cover letter, be clear and concise about why you’re the perfect fit for our team. Use specific examples from your past experiences to demonstrate your skills and how they align with the job description.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Cameron James
✨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 come ready with examples of how you've managed multiple tasks or projects in the past. Think about specific situations where your attention to detail made a difference, and be ready to share those stories.
✨Communicate Clearly
Strong communication skills are key for this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview that show your interest in the company and the role.
✨Understand Compliance Requirements
Familiarise yourself with compliance requirements within an IFA environment. Being able to discuss regulatory awareness will demonstrate your commitment to maintaining high standards and your readiness to handle sensitive client information responsibly.
