IFA Administrator

1 month ago

London, United Kingdom CV-Library Full time

IFA Administrator Wanted 🌟

Location: Chancery Lane, London (Hybrid) 🏙️
Type of Role: Temporary (3 months+) 📆
Hours: Monday - Friday, 9am - 5:30pm ⏰
Pay Rate: £16 per hour 💷
Start Date: ASAP 🚀

*Please not you must have prior IFA experience to be considered for this role

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 IFA Administrator, you'll hit the ground running, assisting our team with all administrative tasks. You will ideally have experience using Xplan software, as well as 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 organized data records.What We're Looking For:

Experience: Must have IFA experience, ideally as an administrator
Knowledge: Familiarity with relevant regulations and legislation.
Xplan: Prior experience using Xplan software.
Skills: Highly organized 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.
Utilize and enhance your administrative skills.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

Apply Now 🚀

✨ Why Temp with Office Angels: We would love for you to join us Some of the great perks of temping through Office Angels include:

Hybrid working model.
Flexible working hours.
Office Angels Boost benefits - The BEST temp benefits 🌈
Weekly pay and recognition through the Temporary Candidate of the Month award.
Dedicated consultant for additional support.

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.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

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