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Client:
Blakemore Recruitment
Location:
London, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
ccbafb93b17e
Job Views:
5
Posted:
04.07.2025
Expiry Date:
18.08.2025
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Job Description:
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office.
Purpose of role
This new role will support the Central AdministrationTeam in ensuring the efficient and effective use of our back-office system, Intelligent Office (iO). It willinclude project work relating to data integrity, maintenance and development of admin processes, andtechnical support for client-facing admin teams in relation to the accurate use of the system. As part ofa long-term succession plan, the role does have the potential to develop into a more senior role over a2-3 year period.
Accountabilities:
Working closely alongside the Group Administration Manager and Data & Systems Coordinators, the roleincludes, but is not limited to:
Supporting the effective use of iO to ensure the highest quality client service and role efficiency forclient-facing administrators
Administration support across client-facing admin teams
Training documentation and delivery
In addition, the role will encompass some of the following duties:
* Working with the Compliance Department to ensure that processes meet with theirrequirements
* Supporting the team with the provision of accurate MI reporting
* Providing support and liaison between the accounts department and admin teams.
Experience and Qualifications:
The successful candidate will have/be:
* 2-3+ years’ experience within the independent sector of the financial services industry, in arelevant administration or operations role
* 2-3+ years’ experience using Intelligent Office in an IFA administration role and a talent forworking with systems and managing data effectively (candidates lacking the necessary iOexperience will not be considered for the role)
* Excellent written and visual presentation skills with high attention to detail
* Excellent IT skills, being highly proficient in the use of Microsoft Office packages including atleast intermediate Excel knowledge
* Understanding of the needs of Financial Services teams and FCA rules and compliance
* A CII Certificate level qualification (and/or other relevant financial qualifications) will be anadvantage.
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