Temp IFA Administrator!

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 .....