We are working with a client based in the City that is looking to take on a new Administrator. The Senior Administrator plays a key role in supporting Advisers and the Operations Manager by managing the administration of investment and pension business. The position requires strong attention to detail, the ability to manage multiple priorities, and confidence working across provider platforms in a regulated environment.
Core Responsibilities
· Manage the end-to-end processing of new business and additional investments, ensuring all required compliance documentation is complete prior to submission.
· Maintain accurate client and business records by updating the back-office system (Intelligent Office) and storing all supporting documentation.
· Operate across multiple provider platforms to register new funds, process fund switches, execute purchases and sales, and action ad hoc income withdrawals.
· Prepare documentation ahead of annual review meetings and complete post-meeting administration, including the production of annual review reports.
· Provide administrative support to platform migration activity, assisting with the transfer of client assets between platforms.
· Support Advisers by gathering, reviewing, and organising client information in advance of meetings.
· Carry out all routine investment and pension administration tasks in line with internal procedures and regulatory requirements.
· Assist with incoming calls during busy periods, providing cover for reception as required.
· Contribute to one-off projects and process improvements when needed.
· Produce basic management and operational reports.
· Organise and prioritise workload to meet deadlines and ensure the timely processing of investment transactions and new business.
· Provide regular updates and escalate issues to the Operations Manager where necessary.
Person Specification
Experience and Qualifications
· A minimum of two years’ experience working within the IFA sector.
· Proven experience using investment and pension provider platforms.
Knowledge and Technical Skills
· Strong understanding of investment and pension administration processes.
· Confident IT user with the ability to quickly learn new systems and software.
· Experience working in a fast-paced, high-volume office environment.
· Comfortable working independently while contributing effectively to a wider team.
Personal Attributes
· Strong communication skills, both written and verbal.
· Highly organised, with the ability to manage competing priorities.
· Proactive approach to identifying issues and escalating appropriately.
· Reliable, punctual, and detail-focused.