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- Tasks: Provide essential admin support to advisers and manage client operations efficiently.
- Company: Dynamic financial advisory firm in Hove, UK with a supportive team culture.
- Benefits: Competitive salary, professional development opportunities, and a collaborative work environment.
- Why this job: Join a fast-paced team and gain valuable experience in the IFA market.
- Qualifications: Minimum 2 years in the IFA market and strong computer skills required.
- Other info: Opportunity to work on exciting projects and develop your career in finance.
The predicted salary is between 24000 - 36000 £ per year.
Hove, UK
Reporting to: Operations Manager – Client Operations
Date of Issue: January 2026
Role objective
The role is to provide administrative support to the Advisers and Operations Manager.
Key Responsibilities
- Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements.
- Updating our back‑office system with the new business and uploading all relevant documents. Back‑office system – Intelligent Office.
- Working with a number of provider platforms – to add expectations for new monies in.
- Processing switches, purchasing and selling of funds and paying out ad‑hoc income requests.
- Annual client review reports.
- Supporting and dealing with our migration project – moving assets from current platform over to new platform.
- Supporting Advisers in collating information/documents in preparation for meetings.
- Answer overflow telephone calls in support of the receptionist.
- Ad‑hoc projects.
Planning and Reporting
Deals with all aspects of work in an efficient and timely manner to facilitate submission of new business/purchasing and selling of funds. Reporting to Operations Manager.
External Relationships
Liaising with providers/platforms to process new business/fund switches/fund sales & purchases. Dealing with client calls and emails.
Internal Relationships
Working closely within the administration teams and other support teams within the company. Working closely with all advisers to provide full support preparing for client meetings through to new business and adviser instructions.
Person specification
Qualifications
At least 2 years’ minimum experience in the IFA market and dealing with provider platform.
Knowledge And Experience
Previous work experience in the IFA market. Strong computer skills. Ability to learn new software. Experience working within a fast‑paced office with a large team. Ability to work independently.
Personal Skills
Excellent interpersonal skills. Ability to communicate clearly and concisely, both orally and in writing. Ability to organise own workload, prioritise effectively and identify issues for escalation. Excellent time keeping.
If you are interested in learning more about this role or want to apply, please send your CV/Application to hr@shackletonadvisers.co.uk
Administrator in Hove employer: Ellis Bates Financial Advisers (now Shackleton)
Contact Detail:
Ellis Bates Financial Advisers (now Shackleton) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator in Hove
✨Tip Number 1
Network like a pro! Reach out to your connections in the IFA market and let them know you're on the lookout for an Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your experience in the IFA market. Engage with relevant content and connect with industry professionals to boost your visibility.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by researching common questions for administrative roles in the financial sector. Role-play with a friend or family member to build your confidence and refine your answers.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. It shows initiative and enthusiasm, which we really appreciate!
We think you need these skills to ace Administrator in Hove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Administrator role. Highlight your experience in the IFA market and any relevant skills that match the job description. We want to see how you can bring value to our team!
Showcase Your Skills: Don’t forget to showcase your strong computer skills and ability to learn new software. Mention any specific platforms you've worked with, especially if they relate to Intelligent Office or provider platforms. This will help us see your fit for the role.
Be Clear and Concise: When writing your application, keep it clear and concise. Use straightforward language to communicate your experience and skills. We appreciate a well-organised application that makes it easy for us to see your qualifications.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ellis Bates Financial Advisers (now Shackleton)
✨Know Your Stuff
Make sure you brush up on your knowledge of the IFA market and provider platforms. Familiarise yourself with Intelligent Office and any other relevant software. This will show that you're not just a good fit for the role, but that you’re genuinely interested in the industry.
✨Show Off Your Skills
Prepare examples of how you've successfully managed administrative tasks in a fast-paced environment. Think about times when you’ve had to juggle multiple responsibilities or deal with tight deadlines. This will help demonstrate your organisational skills and ability to prioritise effectively.
✨Practice Your Communication
Since the role involves liaising with clients and providers, practice clear and concise communication. You might want to do a mock interview with a friend or family member to refine your responses and ensure you can articulate your thoughts well under pressure.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, team dynamics, or specific projects you might be involved in. This shows that you’re engaged and thinking about how you can contribute to the team.
