Senior IFA Administrator - London

Artemis Recruitment Consultants Ltd; London; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading Wealth Management firm in London is seeking an experienced Senior IFA Administrator. The role involves managing client data, supporting new business submissions, and overall administration tasks. This position offers hybrid working and comes with a competitive salary package.

Qualifications

• Preferably at least 4 years experience as a Financial Administrator.
• Experience in a financial services environment.
• Strong written and verbal communication skills.

Responsibilities

• Prepare review meeting files and submit new business.
• Manage client data and support operations manager.
• Ensure compliance with GDPR guidelines and maintain client files.

Skills

Organisational Skills

Interpersonal Skills

Proactive Approach

Education

Financial Administration Experience

Tools

Microsoft Office

Job description

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07/06/2024

Type of Position: Senior IFA Administrator - London
Pay: £35k - £45k

Senior IFA Administrator - London

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 and has hybrid working available. You will be working alongside the Client Services team leader in assisting with the smooth running of the firm, managing client data and submitting new business.

Responsibilities:

• Prepare review meeting files
• Submit new business and process trades
• Assisting FPAs with new business document preparation
• Accurate and timely input of data into main database and other software
• Ensure client fees and commission are set up and maintained correctly in the main database to support accurate monthly remuneration statements
• Weekly income reconciliation together with running month end in the database to be overseen by Operations Manager
• Provide support to Operations Manager gathering client MI and carrying out organisational projects
• Manage the firms review meeting schedule
• Assist with the gathering of information from providers of policies/investments and inputting onto relevant front sheets, using the checklist provided.
• Ensure tasks in the main database are updated and any client interactions are recorded using tasks and purpose-built workflows.
• Maintaining client files, inputting, and updating data into systems, in accordance with GDPR guidelines.
• Ensure all client communications and documents are scanned in the virtual cabinet in a timely manner.
• General office duties include answering phones/intercom, filling, scanning, and photocopying.
• Adhoc administration tasks on behalf of Financial Planners and FPAs.
• Act as a cover for other Administration team members when out of the office (annual leave, sick leave, lunch breaks etc).
• Assist the Marketing Team with formatting and uploading news/blog material to the website.
• Comply with compliance and T&C procedures
• Any other tasks necessary to ensure the smooth running of all client-related processes
• Any other tasks reasonably requested by your employer
  

Experience:

• Preferably at least 4 years experience as a Financial Administrator
• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools
• Experience of working in a small to medium sized financial services environment
• Excellent organisational skills, flexible and proactive approach to getting the job done
• Strong interpersonal skills, both written and verbal communication
  

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