img
Permanent

IFA Senior Client Administrator

London
money-bag 10000-500000 Annual
3109420308
Posted Today

An exciting opportunity to join a reputable firm of Financial Planners based in Central London. They have been established for over 30 years and due to on-going success require a Senior Client Services Administrator plays a key role in the Administration Team by ensuring accurate and timely processing of new business, maintaining client records and managing essential administrative tasks. This position requires strong attention to detail, excellent organisational skills, and a thorough understanding of financial platforms and processes.Skills required:Proven experience within Financial Services.Confidential, reliable, and trustworthy.Self-motivation, resilience and a clear focus on attention to detail and high-quality output.Ability to work collaboratively with colleagues and build strong relationships and networks.Strong communication skills.Strong Organisational and time management skillsRegulatory Awareness - Understanding compliance requirements within an IFA environment.Desirable: To be working towards or achievement of a Level 4 relevant industry qualification.Duties:Accurately process new business on Curo using event lists. Process new business on relevant platforms. Monitor new business through Curo event lists. Update Curo with new client information and perform data cleansing. Process withdrawals and contributions onto platforms. Handle key transactions including drawdowns, Bed and SIPP, Bed and ISA. Pre-complete provider forms for clients. Produce review packs for ..... full job details .....

Other jobs of interest...

Ernest Gordon Recruitment Limited
RochesterToday
money-bag£55000 - £65000/annum Company Benefits
Bennett and Game Recruitment LTD
HarrowYesterday
money-bag80000.00-80000.00 Annual
Ernest Gordon Recruitment Limited
Rochester3 days ago
money-bag55000.00-55000.00 Annual
A&O Shearman
London3 days ago
money-bag10000-500000 Annual
Ernest Gordon Recruitment
Rochester6 days ago
money-bag£65,000
Finspire Talent Limited
London6 days ago
money-bag50000.00-50000.00 Annual
A&O Shearman
East London1 week ago
money-bagNegotiable
SER (Staffing) Ltd
London1 week ago
money-bag£35,000
SER Limited
London1 week ago
money-bag30000.00-30000.00 Annual
SER Limited
London1 week ago
money-bag£30000 - £35000/annum

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!