Financial Adminstrator – £32K

Financial Administrator
Posted 7 months ago

We are working with a leading financial services practice in the City of London who are looking for a highly experienced administrator to join their team. We are ideally looking for candidates with excellent client relationship skills as well as strong background of administering pensions and investments within an IFA.

The Role

  • Client liaison and contact via phone and email
  • Compiling preparation packs for client meetings
  • Carrying out analysis of products and providing comparisons between existing and proposed holdings
  • Responding quickly and accurately to queries raised either by clients or advisers
  • Preparing enclosures for client letters
  • Processing applications and following up with investment houses on all transactions to ensure instructions are executed as requested
  • Executing new business transactions and other dealing requirements including fund switches, sales and purchases of unit trusts, ISAs, investment bonds and SIPPs
  • Ensure that relevant documentation is always completed and correctly filed
  • Carrying out administration tasks and providing other support to advisers as required
  • Performing analysis of investment performance and individual funds


  • Strong administration experience, ideally an IFA practice background
  • Good platform provider knowledge
  • Strong planning and organisational skills, having the ability to organise and prioritise workloads.
  • Accuracy and attention to detail
  • Experience of Adviser Office would also be helpful
  • This role may also be suited to a junior paraplanner or financial administrator looking to take their next step

Please email CV to 

Job Features

Job CategoryFinancial

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