Temp IFA Administrator!

Job Title: IFA Administrator (Temporary)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 and SIPP, and Bed and 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 and Competencies: Proven experience within financial services is essential. Must be confidential, reliable, and trustworthy. Self-motivated with a strong focus on ..... full job details .....