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- Tasks: Provide essential admin support to advisers and manage new business submissions.
- Company: Join a dynamic team at Shackleton Advisers, focused on client success.
- Benefits: Competitive salary, supportive environment, and opportunities for professional growth.
- Why this job: Be part of a fast-paced team and make a real difference in client services.
- Qualifications: 2+ years in the IFA market and strong communication skills required.
- Other info: Collaborative culture with excellent career advancement opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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.
This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.
Person specification
- At least 2 years’ minimum experience in the IFA Market and dealing with provider platform.
- 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 to hr@shackletonadvisers.co.uk
Senior Administrator employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited 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 interviews by brushing up on your knowledge of provider platforms and back-office systems like Intelligent Office. We want you to feel confident discussing your experience and how it relates to the role, so practice makes perfect!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've effectively managed your workload and prioritised tasks in a fast-paced environment. This will demonstrate that you're ready to hit the ground running.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
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 responsibilities; showcase your achievements! Use specific examples of how you've successfully managed administrative tasks or supported advisers in previous roles. This helps us see your potential impact.
Keep It Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforward communication, so make sure your points are easy to understand. Avoid jargon unless it's relevant to the role!
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 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, but that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare specific examples from your past work that demonstrate your administrative skills and ability to handle multiple tasks. Think about times when you successfully processed new business or managed client communications, as these are key aspects of the role.
✨Communication is Key
Since the role involves liaising with advisers and clients, practice clear and concise communication. You might even want to do a mock interview with a friend to refine your responses and ensure you can articulate your thoughts effectively.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the company culture, 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 team.
