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- Tasks: Provide essential admin support to advisers and manage new business submissions.
- Company: Dynamic financial advisory firm based in London.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a fast-paced team and make a real difference in client service.
- Qualifications: 2+ years in the IFA market with strong computer skills.
- Other info: Collaborative culture with excellent career advancement potential.
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. 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: 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.
Contact: 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 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
✨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 those interviews! Research common questions for administrative roles and practice your responses. Make sure you can highlight your experience with back-office systems like Intelligent Office and your ability to handle multiple tasks efficiently.
✨Tip Number 3
Show off your skills! Bring examples of your previous work, especially any reports or projects you've completed. This will demonstrate your capability and give potential employers a taste of what you can bring to their team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining our team and ready to dive into the exciting world of administration.
We think you need these skills to ace Senior Administrator
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 examples from your previous roles 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, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Make sure to communicate your key points without unnecessary fluff!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application 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 not only help you answer questions confidently but also show that you're proactive and ready to hit the ground running.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your administrative skills, especially in processing new business and managing client relationships. Use the STAR method (Situation, Task, Action, Result) to structure your responses and make them impactful.
✨Ask Smart Questions
At the end of the interview, don’t shy away from asking insightful questions about the team dynamics or the migration project mentioned in the job description. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values.
✨Demonstrate Your Interpersonal Skills
Since this role involves liaising with advisers and clients, be prepared to discuss how you handle communication and collaboration. Share examples of how you've effectively managed relationships in a fast-paced environment, showcasing your ability to work both independently and as part of a team.
