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Job Title: Senior Administrator
Industry: Financial Services
Location: Chelmsford, Essex
Salary: Up to £33,000
Job Reference: 9602
Recruit UK is looking for a Senior Ifa Administrator to join a distinguished wealth management firm based in Chelmsford. Renowned for its professionalism in wealth management and financial planning, this firm is dedicated to building lasting relationships with clients.
Role Overview
As a Senior Administrator, you will play a pivotal role in ensuring the quality of service is maintained to the highest standards.
Key Responsibilities
- Administrative Support: Provide support to Investment Managers, Portfolio Managers, clients, and introducers, ensuring smooth operations.
- Process business submissions within our service level agreement.
- Recording all new business where necessary (e.g. Intelligent Office, Business Register, File Tracker etc.)
- Assist with any outstanding enquiries from Accounts related to new business; clawbacks and commission enquiries; direct debit cancellations and distribute to the relevant team.
- Document & Meeting Preparation: Scan and file post, prepare reports and presentations, and assist with onboarding new clients.
- Monitor shared email inboxes, and ensure any correspondence has been acknowledged, and responded to, by the end of the next working day.
Benefits
- Pension & Protection: Competitive contributory pension, life assurance, income protection, and critical illness cover.
- Health & Wellbeing.
- 24 days annual leave.
- Private medical insurance.
Skills & Experience Required:
- Experience in Ifa administration within Wealth or Investment Management, with a strong interest in financial services.
- Strong organisational skills, attention to detail, and ability to prioritise effectively.
- Excellent communication and engagement skills with clients, advisers, Investment Managers, and stakeholders, driven by a passion for delivering successful outcomes.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
