£19.00 hourly
Office Angels
39 Holloway Rd, London N7 8JP, UK
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...
