, , Senior Administrator - London - Artemis Recruitment Consultants

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Financial Services



Type of Position: Senior Administrator
Pay: £35k - £40k

Senior Administrator - London

Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London. This position comes with a generous pay and benefits package and has hybrid working available.


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 


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 

If you are interested in this position then please forward your CV to sam@artemisrecruitment.co.uk 

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