Senior Financial Administrator - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading consultancy firm is looking for a Senior Financial Administrator to join their London team. This role involves managing client relationships, ensuring compliance, and performing various administrative tasks essential for high-level service delivery. Candidates should possess extensive experience in IFA administration and strong proficiency in relevant systems, alongside excellent communication skills.

Qualifications

• 5+ years in an IFA administration role.
• Knowledge of pensions, investments, ISAs, etc.
• Understanding of FCA rules and compliance.

Responsibilities

• Organise meetings and handle queries for Private Client Advisors.
• Prepare meeting packs and manage client accounts.
• Assist in FCA and internal compliance procedures.

Skills

Client service

Communication

Attention to detail

Proficiency in Excel

Tools

Transact

Intelligent Office

DMS

Job description

Type of Position: Senior Financial Administrator - London

Pay: £30k - £40k

Our client is seeking a Senior Financial Administrator to join their team in London.

Key Accountabilities:

PA and General Admin Duties

• Organise and diarise meetings for Private Client Advisors
• Prioritise tasks with Private Client Advisors
• Handle calls and email queries, acting on non-technical inquiries
• Prepare agendas and information requests for client meetings as needed
• Assist in producing management information for central teams
• Perform general administrative tasks such as scanning and filing

Client Servicing and Meeting Preparation

• Use systems to submit new business to providers
• Prepare meeting packs for client meetings and reviews
• Prepare application forms and documents for client approval
• Liaise with providers to ensure applications are received and complete outstanding requirements
• Generate client portfolio valuations and statements using Intelligent Office
• Assist with trades and portfolio rebalancing
• Manage cash on client accounts (bonds, SIPPs, etc.)
• Close plans on Intelligent Office and settle income expectations

Correspondence and Client Files

• Manage follow-up tasks for meetings and submissions using iO
• Maintain accurate client information on internal systems
• Ensure client agreements and fee schedules are signed and stored
• Run risk tolerances and AML checks
• Organise and update electronic client files for easy access

Compliance

• Assist in FCA and internal compliance procedures
• Report suspicions of complaints and follow procedures
• Follow AML and GDPR requirements
• Record risk profiles and save to DMS
• File relevant correspondence

Experience and Qualifications:

• 5+ years in an IFA administration role
• Knowledge of pensions, investments, ISAs, bonds, trusts, and protection
• Experience delivering high-level client service
• Proficiency with Transact, iO, or similar systems
• Strong IT skills, especially Excel
• Excellent communication skills and attention to detail
• Understanding of FCA rules and compliance
• Relevant qualifications are a plus but not essential

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