img
Temporary

Temp IFA Administrator!

London
money-bag 19.00-19.00 Hourly
3086806409
Posted Today

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.

Other jobs of interest...

Financial Divisions
KentToday
money-bag40000.00-40000.00 Annual
Financial Divisions
LondonToday
money-bag37000.00-37000.00 Annual
SWARM RECRUITMENT LTD
LondonToday
money-bag29000.00-29000.00 Annual
Financial Divisions
MaidstoneYesterday
money-bag35000.00-35000.00 Annual
Financial Divisions
KentYesterday
money-bag35000.00-35000.00 Annual
Citrus Elite Recruitment Ltd
City
money-bag30000.00-30000.00 Annual
TEMPLEGATE RECRUITMENT
High Wycombe
money-bag28000.00-28000.00 Annual
Hall 17 Limited t/a Style Incorporated
London3 days ago
money-bag32000.00-32000.00 Annual
Financial Divisions
London3 days ago
money-bag35000.00-35000.00 Annual
Ortus PSR
Marlow3 days ago
money-bag40000.00-40000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!