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IFA Administrator (temp-to-perm)
Job Posted: 43 minutes ago
Salary: £ 27,000 - 30,000 / Annum
Job Type: Permanent
Location: London
Expire in: a month
Job Description
Location: Chancery Lane, London 🏙️
Type of Role: Ongoing, temp to perm 📆
Hours: Monday - Friday, 9am - 5:30pm ⏰
Pay Rate: £16 per hour 💷
Start Date: ASAP 🚀
About Us: Join a well-established financial institution dedicated to providing comprehensive financial planning and advice to individuals and business owners. Be a key player in the dynamic team, supporting administrative functions and helping us achieve organisational goals.
Your Role: IFA Administrator 📂
As an experienced Administrator, you'll hit the ground running, assisting our team with all administrative tasks. You will have a keen eye for detail and can do attitude. This is a rewarding opportunity to leverage your strong administrative skillset in a fast-paced environment!
What You'll Do:
Client Administration 📋: Handle general client administration tasks.
New Business Processing 📈: Process and monitor new business using CURO event lists.
Client Review Packs 📑: Create Client Review Packs as trained by the Administration Manager.
Database Management 💾: Ensure Advisor Office is updated with all relevant information.
Client Communication 📞: Contact clients to book reviews in line with the client review process.
Phone Support 📞: Answering phones and handling inquiries.
Post-Meeting Follow-Up 📬: Draft and send post-meeting letters as required.
Factfind Updates 📊: Keep client Factfinds up to date.
Compliance 🛡️: Ensure continual compliance with Health & Safety requirements.
Data Cleansing 🧹: Maintain clean and organised data records.What We're Looking For:
Experience as an administrator.
Knowledge: Familiarity with relevant regulations and legislation.
Xplan: Prior experience using Xplan software.
Skills: Highly organised with excellent communication skills.
Tech Savvy: Broad experience in Microsoft Office (Outlook, Word, PowerPoint, Excel).
Attention to Detail: Exceptional attention to detail and accuracy.
Time Management: Ability to manage time effectively and multitask.
Calm Under Pressure: Remain calm when faced with conflicting demands.
Adaptability: Open to change with a creative approach to problem-solving.
Positive Attitude: Demonstrates a positive attitude towards work.Why Join Us?
Be part of a prestigious financial institution with a strong reputation. 🏦
Engage in a dynamic and fast-paced work environment.
Utilise and enhance your administrative skills.If you're a proactive, detail-oriented individual ready for an exciting temporary role, apply now!
Apply Now! 🚀
Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
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