Type of Position: Senior Financial Administrator - London
Pay: £30k - £40k
Our client is seeking a Senior Financial Administrator to join their team in London.
Key Accountabilities:
PA and General Admin Duties
* Organise and diarise meetings for Private Client Advisors
* Prioritise tasks with Private Client Advisors
* Handle calls and email queries, acting on non-technical inquiries
* Prepare agendas and information requests for client meetings as needed
* Assist in producing management information for central teams
* Perform general administrative tasks such as scanning and filing
Client Servicing and Meeting Preparation
* Use systems to submit new business to providers
* Prepare meeting packs for client meetings and reviews
* Prepare application forms and documents for client approval
* Liaise with providers to ensure applications are received and complete outstanding requirements
* Generate client portfolio valuations and statements using Intelligent Office
* Assist with trades and portfolio rebalancing
* Manage cash on client accounts (bonds, SIPPs, etc.)
* Close plans on Intelligent Office and settle income expectations
Correspondence and Client Files
* Manage follow-up tasks for meetings and submissions using iO
* Maintain accurate client information on internal systems
* Ensure client agreements and fee schedules are signed and stored
* Run risk tolerances and AML checks
* Organise and update electronic client files for easy access
Compliance
* Assist in FCA and internal compliance procedures
* Report suspicions of complaints and follow procedures
* Follow AML and GDPR requirements
* Record risk profiles and save to DMS
* File relevant correspondence
Experience and Qualifications:
* 5+ years in an IFA administration role
* Knowledge of pensions, investments, ISAs, bonds, trusts, and protection
* Experience delivering high-level client service
* Proficiency with Transact, iO, or similar systems
* Strong IT skills, especially Excel
* Excellent communication skills and attention to detail
* Understanding of FCA rules and compliance
* Relevant qualifications are a plus but not essential
If you agree to be contacted regarding our products or services, please opt in by ticking the box. For more information on data handling, see our Privacy Policy.
#J-18808-Ljbffr