IFA Administrator, Office Angels

Office Angels

Location:
United Kingdom, London

Category:
Finance

Contract Type:
Employment contract

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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IFA Administrator