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For Companies At a Glance
- Tasks: Support Financial Advisers and manage client queries in a structured environment.
- Company: Join a growing Wealth Management firm focused on exceptional client service.
- Benefits: Competitive salary up to £30,000 and opportunities for career progression.
- Why this job: Be part of a high-performing team making a real impact in clients' financial journeys.
- Qualifications: Experience in Wealth Management or IFA administration is essential; strong communication skills required.
- Other info: Ideal for detail-oriented individuals looking to thrive in financial services.
The predicted salary is between 24000 - 30000 £ per year.
Senior Administrator – Elevate Your Career in Wealth Management Operations
Are you an experienced Financial Services Administrator looking to join a forward-thinking Wealth Management firm? This opportunity is ideal for someone who thrives in a structured, process-driven environment and is passionate about delivering exceptional client service.
Salary up to £30,000
This established and growing firm is seeking a Senior Administrator to join their high-performing operations team, supporting Financial Advisers and ensuring smooth, compliant business processes for valued clients. If you're looking for a long-term role in Wealth Management administration, this could be the perfect fit.
Key Responsibilities:
- Processing new business submissions across pensions, investments, and protection cases, ensuring accuracy and compliance.
- Acting as the first point of contact for queries from Financial Advisers, clients, and providers.
- Managing the deceased client process with care, liaising with executors and providers to close cases efficiently.
- Supporting with commission queries, direct debit issues, and policy updates.
- Monitoring shared inboxes and ensuring queries are handled within SLAs.
- Overseeing the compliance file process, ensuring accurate scanning and documentation.
- Managing Letters of Authority (LOAs), pension forecasts, and Attitude to Risk processes using tools like Dynamic Planner.
- Ensuring Know Your Client (KYC) and Anti-Money Laundering (AML) documentation is up to date.
- Annual review and cleansing of hard copy client files.
Ideal Candidate:
- Previous experience in Wealth Management, IFA administration, or Financial Planning support.
- Highly organised, detail-oriented, and able to manage multiple tasks.
- Confident communicator with experience handling client and provider queries.
- Knowledge of financial products such as pensions, ISAs, and life policies.
- Strong IT skills and comfortable using back-office systems (e.g., Intelligent Office).
If you're ready to progress your career in financial services administration, apply today and become part of a thriving team in the heart of the Wealth Management sector.
IFA Administrator employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions, ISAs, and life policies. This knowledge will not only help you stand out during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Highlight your organisational skills by preparing examples of how you've managed multiple tasks or projects in previous roles. Being able to showcase your ability to handle a structured, process-driven environment will resonate well with the hiring team.
✨Tip Number 3
Practice your communication skills, especially in handling client queries. You might want to role-play common scenarios you could face in the role, as this will prepare you for potential questions during the interview process.
✨Tip Number 4
Research the company’s values and culture to align your responses during the interview. Understanding their approach to client service and compliance will help you articulate how you can contribute to their team effectively.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management and IFA administration. Emphasise your organisational skills, attention to detail, and any specific financial products you have worked with.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your ability to thrive in a structured environment. Mention specific examples of how you've successfully managed multiple tasks or handled client queries in the past.
Highlight Relevant Skills: In your application, clearly outline your IT skills and familiarity with back-office systems like Intelligent Office. This will demonstrate your readiness to adapt to their operational processes.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for the role of Senior Administrator.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Experience
Be prepared to discuss your previous roles in Wealth Management or IFA administration. Highlight specific examples where you successfully managed client queries or processed business submissions, as this will demonstrate your relevant experience.
✨Demonstrate Attention to Detail
Since the role requires accuracy and compliance, be ready to explain how you ensure attention to detail in your work. You might want to share a story about a time when your meticulousness helped avoid a potential issue.
✨Communicate Confidently
As a Senior Administrator, you'll be the first point of contact for clients and advisers. Practice articulating your thoughts clearly and confidently, especially when discussing financial products like pensions and ISAs.
✨Familiarise Yourself with Compliance
Understanding KYC and AML processes is crucial for this position. Brush up on these topics before the interview, and be ready to discuss how you have handled compliance-related tasks in your previous roles.
