Senior IFA Administrator - Client & Admin Lead

Artemis Clarke Ltd; Greater London; On-site; GBP 26,000 - 36,000; Full time

Job summary

Artemis Clarke Ltd. in Beckenham is seeking a Senior IFA Administrator to support our SJP Practice with administrative duties and client liaison. This office-based role focuses on processing, record-keeping and ensuring smooth workflow for financial advisers.

The successful candidate will have experience in a Financial Planning environment, strong English, numeracy and attention to detail. A proactive, adaptable approach is essential to thrive in a busy team.

Qualifications

• Previous experience within a Financial Planning role.
• Excellent written English, numerate and analytical.
• Can-do attitude, flexible and adaptable.

Responsibilities

• Provide a high level of technical and administrative support, responding to client enquiries and liaising with third parties
• Issuing letters of authority to providers and chasing financial institutions for requested information
• Drafting and proof-reading documents, including client correspondence and illustrations
• Creating and updating client records and databases with financial and personal data
• Maintaining and accurately updating the CRM to manage business workflow
• Processing new business and chasing through to completion

Job description

Artemis Clarke Ltd. in Beckenham is seeking a Senior IFA Administrator to support our SJP Practice with administrative duties and client liaison. This office-based role focuses on processing, record-keeping and ensuring smooth workflow for financial advisers.

The successful candidate will have experience in a Financial Planning environment, strong English, numeracy and attention to detail. A proactive, adaptable approach is essential to thrive in a busy team.