Job Description:

IFA Administrator 📂

Location: Chancery Lane, London 🏙️
Type of Role: Ongoing, temp to perm 📆
Hours: Monday - Friday, 9am - 5pm ⏰
Pay Rate: £16 per hour 💷
Start Date: ASAP 🚀

About the Company

Join a well-established financial institution providing professional financial planning and advice to individuals and business owners.

This is an excellent opportunity for an experienced IFA Administrator to join a busy financial planning team, providing essential administrative support across client servicing, new business processing and the ongoing review process.

Your Role: IFA Administrator 📂

As an experienced IFA Administrator, you will support the Financial Advisers and wider team with the smooth running of the client administration process.

You will need to have previous experience working within IFA, financial planning or financial services administration, with a strong understanding of client review processes.

The ideal candidate will be highly organised, detail-oriented and confident managing multiple client and administrative tasks in a fast-paced financial planning environment.

What You'll Do

• Client Administration 📋: Manage day-to-day administration relating to clients, ensuring all information and documentation is accurate and up to date.
• Client Review Packs 📑: Prepare and manage Client Review Packs ahead of adviser meetings, ensuring all relevant information and documentation is collated accurately and on time. Previous experience with Client Review Packs is essential.
• New Business Processing 📈: Process and monitor new business using CURO event lists, ensuring actions are followed up and completed within the required timescales.
• IFA Database Management 💾: Maintain accurate and up-to-date client records within CURO, ensuring all relevant information and documentation is recorded correctly.
• Client Reviews 📅: Contact clients to arrange review meetings in line with the firm's established client review process.
• Adviser Support 🤝: Provide administrative support to Financial Advisers before and after client meetings, helping to ensure the advice process runs smoothly.
• Post-Meeting Administration 📬: Draft and send post-meeting letters and correspondence as required.
• Client Communication 📞: Deal confidently and professionally with client queries via telephone and email.
• Compliance & Procedures 🛡️: Follow internal procedures and regulatory requirements, ensuring client administration is completed accurately and compliantly.
• Data Cleansing 🧹: Regularly review and maintain client data to ensure records remain accurate, complete and up to date.
• General IFA Administration 📂: Provide wider administrative support to the financial planning team as required.

What We're Looking For

• IFA / Financial Services Experience: Previous experience within an IFA, financial planning or financial services environment is highly desirable.
• Client Review Pack Experience : Previous hands-on experience creating and preparing Client Review Packs.
• Financial Services Administration: Strong understanding of the administration involved in supporting Financial Advisers and clients.
• New Business Knowledge: Experience processing and monitoring new business within a financial services environment.
• Systems Knowledge: Experience using CURO or similar financial services/CRM systems would be advantageous.
• Regulatory Awareness: Good understanding of relevant financial services regulations, procedures and compliance requirements.
• Attention to Detail: Exceptional accuracy when handling client information, documentation and financial services administration.
• Organisation: Excellent organisational and time-management skills, with the ability to manage multiple priorities and deadlines.
• Communication: Confident and professional communication skills when dealing with clients, advisers and colleagues.
• Microsoft Office: Good working knowledge of Outlook, Word, Excel and PowerPoint.
• Professional & Positive: A proactive, reliable and positive approach with the ability to remain calm under pressure.
• Adaptability: Comfortable working in a busy environment and able to adapt to changing priorities.

Why Join?

• Join a well-established and respected financial institution 🏦
• Gain further experience within a professional IFA / financial planning environment
• Work closely with experienced Financial Advisers and a wider support team
• Develop your knowledge across client reviews, new business and financial planning administration
• Opportunity for the role to become temp to perm 📈

If you're an experienced IFA Administrator and you're available to start ASAP, we'd love to hear from you.

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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