Senior Administrator

  • Job Reference: 1376
  • Date Posted: 4 January 2023
  • Recruiter: Independent Resourcing Consultancy
  • Location: London
  • Salary: £33,000 to £40,000
  • Bonus/Benefits: + Package
  • Sector: Administration
  • Job Type: Permanent
  • Contact: Justin Dewey
  • Email: justin@ircfs.com

Job Description

Our client is one of the UK’s largest and most successful, independently owned, corporate solutions and wealth management consultancies offering financial advice for high-net-worth individuals.

Since first consolidating a number of specialist firms into one larger group this firm has grown quickly, but steadily and now plays a significant role in the future of financial services and employer solutions. As leading advisers, they are committed to forging a new and radically client-focused approach that puts the client back at the centre of the process.

Based in the heart of the City of London and they also have offices in other parts of the country, they have grown steadily and are now a top 100 UK IFA. One reason for their success is that their business is wholly owned by advisers and staff and no individual holds a large controlling share in the business, they are authorised and regulated by the Financial Conduct Authority

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 

 

Relevant Skills, Experience and Qualifications 

Essential 

• Previous experience in an adviser support role within an IFA firm (at least 3 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 Time4Advice (Curo) back-office system 

• Experience of working for a Discretionary Fund Manager 

• Progression towards Diploma qualification 

• Previous experience of the Morningstar platform 

 

Pay and Benefits 

• Salary from £33,000 to £40,000 depending on experience 

• Discretionary annual bonus 

• Contributory pension scheme 

• Group Private Medical Insurance 

• Group Death in Service 

• Group Permanent Health Insurance 

• Group Critical Illness 

• Group Medicash Scheme 

• Interest free season ticket loan 

 

If you’ve got what it takes to be part of our award-winning team click to apply today or send your cv to info@ircfs.com