Finance Administrator / IFA Administrator / Financial Services

England, Surrey, Epsom
04 Oct 2017
03 Nov 2017
Martina S
Contract Type

Job Title: Administrator

Location: Epsom, Surrey

Salary: Competitive - Salary Dependant on experience

Job Type: Full Time

Are you seeking a specialist career within financial services? Become part of a fast-growing company seeking adaptable, dynamic and commercially aware individuals, continually striving for excellence. The right candidate has a great opportunity to grow with our client, which whole heartedly supports career progression and encourages continuous improvement within the business. If you hold high standards for yourself and wish to be part of a team with likeminded individuals, read on to see if you would like to apply.

The Administration Team's main role is to provide a wide range of support to our clients team of Financial Advisers, whilst liaising with their Paraplanners and service providers to deliver a high level of service to their clients. As a member of the Administration Team, you will play a key part in the overall performance of the company.

The Administrator reports directly to the Client Manager. The Administrator has a close working relationship with the Administration Team, Paraplanning Team, Financial Advisors, Operations Team, Compliance Officer and The Directors.

Key Responsibilities:

The Administrator will be responsible for, although not limited to, the following tasks:
  • Liaising with our clients Australian offices in Sydney, Melbourne and Perth
  • Organising currency trades on behalf of their clients
  • Communicating with pension providers to obtain information in a timely manner
  • Chasing pension transfers from ceding schemes
  • Answering phone calls and responding to emails from clients and business partners
  • Managing and building relationships with service providers and clients
  • Processing overseas and UK transfers
  • Assisting the Client Manager with ad-hoc tasks
  • Updating the client database (Salesforce)
  • Overseeing and arranging investments and disinvestments
  • Collating and sending investment reports to clients
  • Completing and submitting product application forms
  • Arranging pension benefit requests to pension providers
  • Preparing and submitting UK product applications, including ISAs, Protection, GIAs,Annuities & Trusts
  • To produce great administration work in a progressive, small and fast-paced team

  • Competitive starting salary
  • Target related bonus
  • Training and career progression
  • 23 Days holiday per annum + Bank Holidays
  • Access to staff pension scheme
  • Full support to obtain industry qualifications

Performance Standards
  • Set tasks should be produced in a timely and accurate manner
  • To be proactive and motivated towards the role
  • Managing time effectively and prioritising workloads
  • Building relationships with our clients key business partners and liaising in a professional and appropriate manner with our clients
  • Work towards a set of mutually agreeable Key Performance Indicators, which will be reviewed bi-annually.

Other Expectations
  • Keep up to date and knowledgeable on topical financial matters, particularly with regards to pensions
  • Be an active and punctual member of team meetings and training sessions
  • Follow the code of conduct as laid out in the staff handbook


Must have
  • Client / customer service experience
  • Good typology, grammar and spelling
  • Confident phone manner and excellent communication skills
  • Efficient with Microsoft Word and Microsoft Excel
  • High attention to detail and accuracy
  • Ability to work well in a team
  • Administration background
  • Financial services experience

  • Financial services qualifications / working towards
  • Previous use of a client database, such as Salesforce
  • Experience of working in a Financial Advisory firm
  • Pensions experience
  • Bonds, investments, life cover, ISA experience

Please click the APPLY button to send your CV and Cover Letter for this role.

Candidates with the experience or relevant job titles of; Finance Assistant, Finance Administrator, Invoice Administrator, Finance Administrator, Finance Associate, Finance Support, General Admin, Team Administrator, Accounts Administrator, Accounts Assistant, HR Support, HR Administrator, IT Administrator, Client Services Administrator will be considered for this role.