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Ifa Administrator

2 weeks ago

London, United Kingdom Office Angels Full time

**If you have administrative experience within financial services or are already an IFA Administrator, then we need you Hybrid working with office based in the City, lovely benefits, progression opportunities and a fast paced working environment.**
- Exclusive Benefits: Study support offered alongside working
- Progression Opportunities within the Finance Sector
- Part of a relaxed, friendly, and inclusive team, where everyone is extremely hardworking and achieves their daily goals in a timely manner.
- Hybrid working between home and office

**JOB ROLE: IFA Administrator**
**JOB TYPE**: Permanent
**INDUSTRY**: Financial Services

**HOURS**: 09.00am - 17.30pm

**SALARY**: £25,000 - £30,000* Depending on experience

**LOCATION**: Walking distance from Monument station.

**DUTIES INCLUDE BUT ARE NOT EXCLUSIVE TO**:

- Ensuring that all client contact is carried out in a professional and courteous way
- Answer telephone calls: transfer caller to the correct person or take accurate messages and pass to the relevant person
- Meet and greet office visitors
- Manage meeting room bookings as required
- Follow up/chase New Business by contacting the relevant provider; inform the advisor of progress and keep the advisor always informed
- Check New Business submissions from advisers including relevant documentation
- Prepare invoices and issue to adviser/client for payment to be made
- Liaise with providers for outstanding statements, deal with queries

**SKILLS, EXPERIENCE AND ATTRIBUTES REQUIRED**:

- A minimum of 2 years' experience in an administration support role (within Financial Services is advantageous)
- Ideally experience supporting and working with Advisers/Brokers/Providers in a corporate setting
- An understanding of the provision of financial advice to clients in a compliant manner
- Excellent communication skills, both verbal and written
- The ability to work under your own initiative with strong organisation skills
- The ability to work under pressure, prioritising your own workload
- Outstanding attention to detail, able to always maintain confidentiality
- Client service focused
- Knowledge of financial services products (life, pensions, investments, mortgages etc) and IFA back-office systems is required
- Awareness of data protection, money laundering/financial crime/internet security measures
- Good level of computer literacy with Microsoft Office knowledge and awareness of the use of databases

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.