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IFA Administrator

2 months ago

London, United Kingdom Office Angels Full time

Chancery Lane, London (Hybrid)
Type of Role: Temporary (ongoing, potentially 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 (Independant Financial Advisor) Administrator
You will ideally have experience using Xplan software, as well as a keen eye for detail and can-do attitude. Client Administration: Handle general client administration tasks.
# Client Review Packs: Create Client Review Packs as trained by the Administration Manager.
# Database Management: Ensure Advisor Office is updated with all relevant information.
# Phone Support: Answering phones and handling inquiries.
# Data Cleansing: Maintain clean and organized data records.

Prior experience using Xplan software.
Broad experience in Microsoft Office (Outlook, Word, PowerPoint, Excel).
Open to change with a creative approach to problem-solving.
Be part of a prestigious financial institution with a strong reputation.
Please Note: You must be available immediately with no notice period to apply for this role.
If you're a proactive, detail-oriented individual ready for an exciting temporary role, apply now