Type of Position: Senior Financial Administrator - LondonPay: £30k - £40kOur 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 AdvisorsPrioritise tasks with Private Client AdvisorsHandle calls and email queries, acting on non-technical inquiriesPrepare agendas and information requests for client meetings as neededAssist in producing management information for central teamsPerform general administrative tasks such as scanning and filingClient Servicing and Meeting Preparation

Use systems to submit new business to providersPrepare meeting packs for client meetings and reviewsPrepare application forms and documents for client approvalLiaise with providers to ensure applications are received and complete outstanding requirementsGenerate client portfolio valuations and statements using Intelligent OfficeAssist with trades and portfolio rebalancingManage cash on client accounts (bonds, SIPPs, etc.)Close plans on Intelligent Office and settle income expectationsCorrespondence and Client Files

Manage follow-up tasks for meetings and submissions using iOMaintain accurate client information on internal systemsEnsure client agreements and fee schedules are signed and storedRun risk tolerances and AML checksOrganise and update electronic client files for easy accessCompliance

Assist in FCA and internal compliance proceduresReport suspicions of complaints and follow proceduresFollow AML and GDPR requirementsRecord risk profiles and save to DMSFile relevant correspondenceExperience and Qualifications:

5+ years in an IFA administration roleKnowledge of pensions, investments, ISAs, bonds, trusts, and protectionExperience delivering high-level client serviceProficiency with Transact, iO, or similar systemsStrong IT skills, especially ExcelExcellent communication skills and attention to detailUnderstanding of FCA rules and complianceRelevant qualifications are a plus but not essentialIf 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.

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