Senior Adviser Support Administrator - London

Artemis Recruitment Consultants; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading Wealth Management firm in London is seeking an experienced Senior Administrator. The role offers a competitive salary and benefits, focusing on administrative support for financial advisers, ensuring compliance, and maintaining client relationships. Ideal candidates will possess strong interpersonal skills and significant experience in adviser support roles.

Qualifications

• At least 5 years in adviser support role.
• Experience with wrap platforms and provider extranet sites is crucial.
• Previous experience in a Discretionary Fund Manager is highly desirable.

Responsibilities

• Provide administrative support to financial advisers.
• Arrange client meetings and prepare for client engagements.
• Conduct compliance-related client checks and maintain accurate records.

Skills

Interpersonal skills

Teamwork

Critical evaluation

Time management

Flexibility

Education

Certificate in Financial Planning or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Salesforce

Voyant software

Job description

Social network you want to login/join with:

col-narrow-left

Client:

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

2ad3c60e66fa

Job Views:

51

Posted:

24.06.2025

Expiry Date:

08.08.2025

col-wide

Job Description:

Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package.

Responsibilities

To provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:

• Training and mentoring new and existing team members on a face-to-face basis to facilitate early adoption of systems and processes
• Undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager
• Arranging client meetings for the adviser via email or telephone
• Preparing for adviser client meetings including quote requests, obtaining valuations and appropriate literature
• Preparing annual review packs including annual fee tables
• Undertaking client anti-money laundering checks in line with compliance procedures
• Preparing and submitting applications and supporting documents to product providers both electronically and in paper form.
• Inputting new business proposals to the back-office system in line with Company procedures
• Undertaking fund switches and rebalances upon the instruction of the client and adviser
• Dealing with day-to-day client and provider correspondence by post, email and telephone.
• Maintaining accurate records of all verbal and non-verbal communications with the client
• Maintaining accurate information on the back-office system
• Maintaining client files in line with Compliance procedures including scanning of documents where required
• Keeping track of fees and chasing where appropriate
• Previous experience in an adviser support role (at least 5 years)
• Previous experience of processing business on wrap platforms
• Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
• Ability to work as part of a team as well as on your own initiative
• Ability to critically evaluate information, probe and challenge the facts
• A flexible and adaptable attitude towards work
• Ability to work accurately and in accordance with procedures
• Excellent time management, ability to meet deadlines
• Experience of using provider platforms and product provider extranet sites
• Experience of Microsoft Word, Excel, Outlook
• Certificate in Financial Planning or equivalent

Highly desirable

• Previous use of the Salesforce back-office system
• Previous use of Voyant software
• Experience of working for a Discretionary Fund Manager