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IFA Administrator

Office Angels



£15.00 - £16.00/hour


Posted: 19/09/2023

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Our client, a well-established financial institution providing comprehensive financial planning and advice to individuals and business owners, is seeking an experienced Administrator to join their team on a temporary basis.

In this role, you will hit the ground running and support the team with all things admin. You will assist with maximising the effective running of the administration team, all while supporting the achievement of organisational goals and objectives as required.

This is a rewarding opportunity to be an integral member of a fast-paced, dynamic team, and utilise your strong administrative skill set.

* Please note: You must be available immediately with no notice period to apply for this role

Type of Role: 3 - 6 months

Role: IFA Administrator

Company Type/Industry: Financial Institution

Days: Monday - Friday

Hours: 9am-5.30pm

Start Date: ASAP

Location: Chancery Lane, hybrid

Pay: £16 per hour


General client administration
Process and monitor new business using CURO event lists
Creating Client Review Packs as trained by the Administration Manager
Ensure Advisor Office is updated with all relevant information
Contact clients to book in for reviews, in line with client review process
Answering phones
Post meeting letters as required
Updating client Factfinds
Ensure continual compliance with Health & Safety requirements
Data CleansingSkills & Experience

Prior experience as an administrator (min 2 years)
Knowledge of relevant regulation and legislation
Highly organised with excellent communication skills
Broad experience in Microsoft Office (Outlook, Word, PowerPoint, Excel)
Exceptional attention to detail
Ability to manage time effectively and multitask
Remain calm when faces with conflicting demands
Open to change with a creative approach to problem solving
Demonstrates positive attitude towards workBENEFITS: We would love for you to join us! Some of the great perks of temping through Office Angels include:

Hybrid working
Flexible hours / Flexible working culture
Office Angels Boost benefits - The BEST temp benefits on the market benefits
Weekly pay
Temporary candidate of the month award
A dedicated consultant as an additional layer of support

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

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