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- Tasks: Provide essential admin support to advisers and manage new business submissions.
- Company: Dynamic financial advisory firm in London with a collaborative team.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a fast-paced team and make a real difference in client services.
- Qualifications: 2+ years in the IFA market and strong computer skills required.
- Other info: Opportunity for career growth and involvement in exciting projects.
The predicted salary is between 36000 - 60000 £ per year.
Location: London
Reporting to: Operations Manager
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 review pre‐meeting prep & follow‐up client annual 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.
- Process of all investment & pension administration.
- Answer overflow telephone calls in support of the receptionist.
- Ad hoc projects.
- Basic report writing.
- 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.
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: This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.
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
Senior Administrator in London 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 Senior Administrator in London
✨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 a Senior 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
Prepare for interviews by brushing up on your knowledge of provider platforms and back-office systems like Intelligent Office. We want you to impress with your expertise, so practice answering questions related to investment and pension administration.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings that suit your skills and experience, and tailor your approach to each one!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Senior Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior 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 just list your skills; demonstrate them! Use specific examples from your past work to show how you've successfully managed administrative tasks, dealt with provider platforms, or supported advisers. This helps us see you in action!
Keep It Clear and Concise: When writing your application, clarity is key. Use straightforward language and keep your sentences concise. We appreciate a well-structured application that’s easy to read and gets straight to the point.
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. We can’t wait to hear from you!
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 software mentioned in the job description. This will show that you're not just a good fit for the role, but also genuinely interested in the work.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your administrative skills and experience in a fast-paced environment. Think about times when you successfully managed multiple tasks or supported a team effectively, as this will resonate well with the interviewers.
✨Ask Smart Questions
Come prepared with insightful questions about the company’s operations and the migration project mentioned in the job description. This demonstrates your enthusiasm for the role and helps you understand how you can contribute to their success.
✨Practice Your Communication Skills
Since excellent interpersonal skills are crucial for this role, practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and answering potential questions.
