IFA based in central London with a solid 25+ year history demonstrating a breadth of capability from investment and retirement planning to pension advice and employee benefits. Particular specialism is in later life planning with an experienced team advising on funding long-term care, tax, trusts and wills.
To maximise the effective running of the administration team and to support the achievement of the organisation goals and objectives as required.

• Processing & monitoring of new business using CURO event lists
• Creating client review packs as trained by the Administration Manager
• Ensure Adviser office is updated with all relevant information
• Entering new business onto CURO and provider platforms as instructed by Paraplanners
• Contact clients from your client group to book in for review, in line with the client review process
• General client administration
• Basic suitability reports as required
• Answering phones
• Updating client factfinds
• Ensure continual compliance with Health and Safety issues
• Ensure continual compliance in line with GDPR regulations

Required

• Minimum 18m UK IFA Admin experience
• Knowledge of relevant regulation and legislation
• Highly organised with excellent communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Exceptional attention to detail
• Manage time effectively with the ability to multi-task
• Keeps calm when faced with conflicting demands and handles these effectively
• Open to change with a creative approach to problem solving
• Demonstrates a positive attitude at all times
• Works well on own tasks as well as on shared goals as part of a team

Benefits - Immediately:

• 4 x Life Cover on Joining
• On completion of 6 months' probation
• Vitality Health Care
• One Fund
• 5% matched Pension contribution
• 10% discretionary bonus paid quarterly

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