Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide essential admin support to advisers and manage new business submissions.
- Company: Join a dynamic team in the IFA market with a focus on collaboration.
- Benefits: Gain valuable experience, develop skills, and work in a fast-paced environment.
- Why this job: Be part of a crucial role that supports financial advisers and clients.
- Qualifications: 2+ years in the IFA market and strong communication skills required.
- Other info: Opportunity for growth and learning in a supportive team atmosphere.
The predicted salary is between 36000 - 60000 £ per year.
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.
This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.
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. 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.
If you are interested in learning more about this role or want to apply, please send your CV/Application.
Senior Administrator in London employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited 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 those interviews by brushing up on your knowledge of provider platforms and back-office systems like Intelligent Office. Show us that you’re not just a great fit on paper, but you can also hit the ground running!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows us that you’re genuinely interested in the role and appreciate the opportunity.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Administrator position. We love seeing applications come directly from our site, and it helps us keep track of all the amazing talent out there!
We think you need these skills to ace Senior Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the IFA market and any relevant administrative skills. We want to see how your background aligns with the responsibilities listed in the job description.
Showcase Your Skills: Don’t forget to emphasise your interpersonal skills and ability to communicate clearly. We value candidates who can work well within a team and support advisers effectively, so let that shine through!
Be Specific: When detailing your previous roles, be specific about your achievements and responsibilities. Mention any experience with back-office systems like Intelligent Office or working with provider platforms, as this will catch our eye.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Shackleton Advisers Limited
✨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 that you're genuinely interested in the work.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your administrative skills and experience in processing new business or dealing with client calls. Use the STAR method (Situation, Task, Action, Result) to structure your answers 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 that you’re engaged and thinking about how you can contribute to the company’s success.
✨Demonstrate Your Interpersonal Skills
Since this role involves liaising with advisers and clients, be prepared to discuss how you handle communication and build relationships. Share examples of how you've effectively collaborated with teams or resolved conflicts in the past.
