img
Temporary

Temp IFA Administrator!

London
money-bag 19.00-19.00 Hourly
3086806409
Posted 2 days ago

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. ..... full job details .....

Other jobs of interest...

Financial Divisions
Kent
money-bag40000.00-40000.00 Annual
Financial Divisions
London
money-bag37000.00-37000.00 Annual
SWARM RECRUITMENT LTD
London
money-bag29000.00-29000.00 Annual
Financial Divisions
Maidstone3 days ago
money-bag35000.00-35000.00 Annual
Financial Divisions
Kent3 days ago
money-bag35000.00-35000.00 Annual
Citrus Elite Recruitment Ltd
City4 days ago
money-bag30000.00-30000.00 Annual
TEMPLEGATE RECRUITMENT
High Wycombe4 days ago
money-bag28000.00-28000.00 Annual
Hall 17 Limited t/a Style Incorporated
London5 days ago
money-bag32000.00-32000.00 Annual
Financial Divisions
London5 days ago
money-bag35000.00-35000.00 Annual
Ortus PSR
Marlow5 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!