ARTEMIS RECRUITMENT CONSULTANTS LIMITED
IFA Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Financial Administrator
Our client is looking for a Financial Administrator to assist Independent Financial Advisers in their practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. This position allows hybrid working, from their office based in Kingston upon Thames.
Key Responsibilities
- Maintain client files and ensure all correspondence is scanned and filed accurately
- Check all required compliance paperwork is present
- Discuss client objectives with planner
- Any other ad hoc file management tasks
- Complete application/proposals forms before sending to provider
- Ensure all compliance paperwork required for application is in order and certified before sending to provider
- Where possible, liaise with the provider to resolve any issues regarding new business applications to ensure quick resolution of any problems which might arise
- Keep a record of new business applications and status of applications
- Make changes to clients’ investments, agreed between the Financial Planner and client
- Prepare client valuations, available cash reports, and fund comparisons reports for analysis by Financial Planner
- Obtain valuations from providers for client reviews
- Attend client review meetings with Financial Planner, if required, to build a connection with clients and support the financial planner during the meeting
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Essential
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Minimum of 2 years’ experience in a financial administration role
- Able to work within defined business processes and achieve agreed outcomes without supervision
- Ability to multi-task, prioritize, and plan own workload without direct supervision
- Good eye for detail and accuracy
- Excellent interpersonal skills, both written and verbal
- Good IT, administration, and office skills
- Ability to work independently or as part of a team
Desirable
- Knowledge of financial services products and planning solutions
- Intelligent office
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills