Overview
Administrator Jobs in Hingham, England, United Kingdom at Shackleton – Britain’s financial adviser
Title: Administrator
Company: Shackleton – Britain’s financial adviser
Location: Hingham, England, United Kingdom
Job title: Administrator
Reporting to: Operations Manager
Date of Issue: March 2026
Role Objective
The role is to provide administrative support to the Advisers and Operations Manager.
Overview
Key Responsibilities
· Basic report writing.
· Supporting advisers in collating information/documents in preparation for meetings.
· Working with several provider platforms – to add expectations for new monies in. Processing switches, purchasing and selling of funds and paying out ad hoc income requests.
· Letter of Authority Requests.
· Processing the submission of new & top-up business to relevant provider platforms, checking adviser has provided full compliance requirements. Updating our back-office system with the new business and uploading all relevant documents. Back-office system – Intelligent Office.
· Annual review pre-meeting prep & follow-up client annual review reports.
· Process of all investment & pension administration.
· Ad hoc projects.
· Answer overflow telephone calls in support of the receptionist.
Planning and reporting
· Deals with all aspects of work in an efficient and timely manner to facilitate submission of new business/purchasing and selling of funds.
· Reporting to Operations Manager.
External relationships
· Dealing with client calls and emails.
· Dealing with platform providers when handling client outcomes (fund switch/buy/sell/new business)
Internal relationships
· Working closely with the administration teams and creating strong colleague relationships across the company.
· Working closely with all advisers to provide full support preparing for client meetings through to new business and adviser instructions.
Person Specification
Qualifications
· At least 1 years’ minimum experience in the IFA Market and dealing with provider platforms (ideally).
Knowledge and experience
· Previous work experience in the IFA market (advantageous)
· Experience using Intelliflo Office (advantageous)
· Experience with new business processing
· Strong computer skills.
· Ability to learn new software.
· Ability to work independently.
Personal Skills
· Excellent interpersonal skills.
· Ability to adapt to change.
· Ability to work well within a team
· Ability to communicate clearly and concisely, both orally and in writing.
· Ability to organise own workload, prioritise effectively and identify issues for escalation.
· Excellent time keeping.
If you are interested in learning more about this role or want to apply, please send your CV/Application to [email protected]
This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.
