At a Glance
- Tasks: Process new business and maintain client records in a fast-paced environment.
- Company: Reputable financial services organisation in Central London.
- Benefits: Gain valuable experience and work in a supportive team.
- Other info: Opportunity for career growth and potential industry qualifications.
- Why this job: Perfect for detail-oriented individuals looking to thrive in finance.
- Qualifications: Experience in financial services and strong communication skills.
The predicted salary is between 24750 - 30250 £ per year.
Location: Blackfriars, Central London
Our client, a reputable organisation in the financial services sector, is seeking a dedicated and detail-oriented IFA Administrator to join their dynamic team on a temporary basis. This role is pivotal in ensuring smooth operations within the administration team, processing new business, and maintaining impeccable client records. If you thrive in a fast-paced environment and possess a passion for delivering high-quality service, this opportunity is perfect for you!
Key Responsibilities:
- Accurately process new business using Curo event lists and relevant platforms.
- Monitor and manage new business entries, ensuring timely updates.
- Perform data cleansing and update client information in Curo.
- Process withdrawals, contributions, and key transactions such as drawdowns, Bed & SIPP, and Bed & ISA.
- Pre-complete provider forms for clients and produce review packs for adviser meetings.
- Schedule annual review meetings and support administrators as required.
- Issue suitability reports and post-meeting correspondence within agreed timelines.
- Manage Curo processes for departed and deceased clients, ensuring accuracy and compliance.
- Maintain complete and compliant client documentation in line with regulatory requirements.
Knowledge, Skills & Competencies:
- Proven experience within financial services is essential.
- Must be confidential, reliable, and trustworthy.
- Self-motivated with a strong focus on attention to detail and high-quality output.
- Ability to work collaboratively and build strong relationships with colleagues.
- Excellent communication skills, both verbal and written.
- Strong organisational and time management skills.
- Regulatory awareness, understanding compliance within an IFA environment.
Desirable:
- Progress towards or attainment of a Level 4 relevant industry qualification.
- Familiarity with the Curo back-office system is a plus.
What's in it for you? An opportunity to gain valuable experience in a leading financial services organisation.
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