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Temp ifa administrator

London
Temporary
Office Angels
Ifa administrator
Posted: 14h ago
Offer description

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 s...

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