Senior Administrator

Artemis Recruitment Consultants Ltd; City Of London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A recruitment consultancy based in London is seeking a Senior Administrator to support Advisers and the Operations Manager in managing the administration of investment and pension business. The successful candidate will require a minimum of two years’ experience in the IFA sector and strong attention to detail. Key responsibilities include managing new business processing, maintaining records, and various administrative tasks. The position offers a dynamic environment in the financial sector, ideal for someone proactive and organized.

Qualifications

• Minimum of two years’ experience working within the IFA sector.
• Comfortable working independently while contributing effectively to a wider team.
• Experience working in a fast-paced, high-volume office environment.

Responsibilities

• Manage the end-to-end processing of new business and additional investments.
• Maintain accurate client and business records.
• Operate across multiple provider platforms.
• Prepare documentation for annual review meetings.
• Support Advisers by gathering and organizing client information.
• Contribute to one-off projects and process improvements.

Skills

Strong attention to detail

Proven experience using investment and pension provider platforms

Strong communication skills

Highly organized

Confident IT user

Tools

Intelligent Office

Job description

Senior Administrator – City

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We are working with a client based in the City that is looking to take on a new Senior Administrator. The Senior Administrator plays a key role in supporting Advisers and the Operations Manager by managing the administration of investment and pension business. The position requires strong attention to detail, the ability to manage multiple priorities, and confidence working across provider platforms in a regulated environment.

Core Responsibilities

• Manage the end-to-end processing of new business and additional investments, ensuring all required compliance documentation is complete prior to submission.
• Maintain accurate client and business records by updating the back-office system (Intelligent Office) and storing all supporting documentation.
• Operate across multiple provider platforms to register new funds, process fund switches, execute purchases and sales, and action ad hoc income withdrawals.
• Prepare documentation ahead of annual review meetings and complete post-meeting administration, including the production of annual review reports.
• Provide administrative support to platform migration activity, assisting with the transfer of client assets between platforms.
• Support Advisers by gathering, reviewing, and organising client information in advance of meetings.
• Carry out all routine investment and pension administration tasks in line with internal procedures and regulatory requirements.
• Assist with incoming calls during busy periods, providing cover for reception as required.
• Contribute to one-off projects and process improvements when needed.
• Produce basic management and operational reports.
• Organise and prioritise workload to meet deadlines and ensure the timely processing of investment transactions and new business.
• Provide regular updates and escalate issues to the Operations Manager where necessary.

Experience and Qualifications

• A minimum of two years’ experience working within the IFA sector.
• Proven experience using investment and pension provider platforms.

Knowledge and Technical Skills

• Strong understanding of investment and pension administration processes.
• Confident IT user with the ability to quickly learn new systems and software.
• Experience working in a fast-paced, high-volume office environment.
• Comfortable working independently while contributing effectively to a wider team.

Personal Attributes

• Strong communication skills, both written and verbal.
• Highly organised, with the ability to manage competing priorities.
• Proactive approach to identifying issues and escalating appropriately.
• Reliable, punctual, and detail-focused.

If you are interest in applying for this role, then please send your CV to [e-mail]