Join Our Team as an IFA Administrator! 🌟
Are you passionate about providing exceptional support in the financial services sector? Our client, located in the Chancery Lane, is seeking a dedicated IFA Administrator for a temporary contract.
As a Senior Administrator, you will play a vital role in delivering high-quality operational support to advisers and clients. Your responsibilities will include:
📝 Processing New Business: Accurately manage new business on Curo, ensuring all data meets the required standards.
🔍 Monitor Progress: Track the progress of new business, ensuring timely follow-ups and resolutions of outstanding actions.
📊 Client Records: Update and maintain client information on Curo, ensuring system accuracy through diligent data cleansing.
💼 Transaction Management: Handle a range of transactions including withdrawals, contributions, drawdowns, and other essential processes.
📅 Meeting Coordination: Schedule and coordinate annual client review meetings, producing high-quality review packs for adviser meetings.
🤝 Team Support: Provide guidance and mentorship to other Administrators, promoting best practices and maintaining high standards of compliance and client service.
What We're Looking For:
To thrive in this role, you should possess the following skills and experience:
Proven experience within Financial Services, specifically in an IFA environment.
A strong understanding of financial products and terminology.
Exceptional attention to detail and a commitment to high-quality output.
Excellent communication skills, both written and verbal.
Strong organizational and time management abilities.
A collaborative team player with a proactive attitude.
Familiarity with Curo is preferred, and working towards or achieving a Level 4 relevant industry qualification is desirable.
A solid understanding of compliance requirements within an IFA setting.
Why Join Us?
🌟 Dynamic Environment: Work in a supportive and energetic team where your contributions truly matter.
🌍 Convenient Location: Enjoy the perks of working in the heart of London, with easy access to public transport.
🤝 Growth Opportunities: Gain valuable experience and knowledge in the financial services sector.
If you're ready to take your career to the next level and make a difference in the lives of clients and advisers alike, we want to hear from you! Apply now to join our client's dedicated team as an IFA Administrator! 🚀
How to Apply:
Please submit your CV and a brief cover letter outlining your relevant experience. We can't wait to meet you!
Note: This is a temporary position with the potential for further opportunities. Your passion and professionalism can lead to great things! 🌈
Office Angels is an employment agency. We are an equal opportunities employer who put 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. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
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.
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
