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IFA Administrator

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Office Angels

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Location:
United Kingdom , London

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

27000.00 - 30000.00 GBP / Year ▼
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Job Description:

Join a well-established financial institution dedicated to providing comprehensive financial planning and advice to individuals and business owners. Be a key player in the dynamic team, supporting administrative functions and helping us achieve organisational goals.

Job Responsibility:

  • Handle general client administration tasks
  • Process and monitor new business using CURO event lists
  • Create Client Review Packs as trained by the Administration Manager
  • Ensure Advisor Office is updated with all relevant information
  • Contact clients to book reviews in line with the client review process
  • Answering phones and handling inquiries
  • Draft and send post-meeting letters as required
  • Keep client Factfinds up to date
  • Ensure continual compliance with Health & Safety requirements
  • Maintain clean and organised data records

Requirements:

  • Experience as an administrator
  • Familiarity with relevant regulations and legislation
  • Prior experience using Xplan software
  • Highly organised with excellent communication skills
  • Broad experience in Microsoft Office (Outlook, Word, PowerPoint, Excel)
  • Exceptional attention to detail and accuracy
  • Ability to manage time effectively and multitask
  • Remain calm when faced with conflicting demands
  • Open to change with a creative approach to problem-solving
  • Demonstrates a positive attitude towards work
What we offer:
  • Be part of a prestigious financial institution with a strong reputation
  • Engage in a dynamic and fast-paced work environment
  • Utilise and enhance your administrative skills

Additional Information:

Job Posted:
September 16, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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