Financial Administrator (IFA) - London, Harrow

Artemis Recruitment Consultants Ltd; Greater London; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in the financial sector is seeking a meticulous Financial Administrator for their Harrow office. The successful candidate will provide vital administrative support to the financial adviser team, ensuring accurate case management and compliance with service level agreements. The role requires strong organisational skills and the ability to work effectively in a dynamic environment while maintaining a client-focused approach.

Qualifications

• Experience of working within financial services is preferable.
• Understanding of financial products is an advantage.
• IT proficient including Office 365.

Responsibilities

• Review submitted cases and ensure documentation is correct.
• Point of contact for Adviser/PA queries.
• Manage team mailbox and ensure queries are actioned.

Skills

Organisational skills

Attention to detail

Problem-solving

Client service focus

Education

Good GCSE or A-Level results

Tools

Office 365

Salesforce

Job description

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16/03/2025

Type of Position: Financial Administrator (IFA) - London, Harrow
Pay: £25k - £30k
Reference: Harrow3

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.

PRINCIPAL DUTIES

• Review submitted cases and ensure documentation is correct before cases are submitted.
• Point of contact for Adviser / PA queries in relation to submissions and issues.
• Updating cases and Adviser/PA on Salesforce.
• Manage team mailbox and ensure queries are actioned within the Service Level Agreement.
• Respond to queries and escalate to Team Manager as required.
• Complete and submit cases on the relevant systems.
• Track all issues in issues log and ensure they are addressed and closed.
• Proactively engage with the relevant teams in Admin Centre to ensure cases are processed within Service Level Agreement.
• Update Business Register on cases submitted and noting outstanding requirements.
• Liaise with advisers and PAs on weekly turnover process to ensure it is completed accurately.
• Complete pipeline chasing to ensure cases are completed within agreed Service Level Agreement.
• Provide quarterly reporting to Advisers on turnover status

PERSON SPECIFICATION

• Experience of working within financial services preferable.
• Understanding of financial products will be an advantage.
• Good GCSE or A-Level result and proficient at all IT packages.
• Excellent organisational and administration skills, who demonstrates good attention to detail.
• Ability to proactively use initiative to problem solve and anticipate next steps.
• A driven individual with a focus on client service and contributing towards a high-performance culture.
• Adaptable to change management plans and advocate to business initiatives.
• IT technically proficient including Office 365.
• Committed to advocating and encouraging an inclusive and diverse team culture.
• Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
  

OFFICE LOCATION

Our client is based in Harrow, North West London - and this will be an office based position.

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