Temp IFA Administrator!

Office Angels; City Of London; On-site; GBP 19,286 - 24,796; Full time

Job summary

Office Angels in London is seeking an experienced Administrator for a temporary 8-12 week assignment. The role supports our financial services team with essential admin tasks in a fast-paced environment.

You will handle client administration, process new business, prepare client review packs, and maintain the database. Strong communication, attention to detail, and MS Office proficiency are required for success in this position.

Qualifications

• Experience as an administrator.
• Knowledge of relevant regulations and legislation.
• Highly organized with excellent communication skills.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Client administration: handle general client administration tasks.
• New business processing: process and monitor new business lists.
• Create Client Review Packs as trained by the Administration Manager.
• Database management: ensure CURO (or relevant system) is updated with all information.
• Client communication: contact clients to book reviews.
• Phone support: answer phones and handle inquiries.
• Post-meeting follow-up: draft and send letters as required.
• Compliance: ensure Health & Safety requirements are followed.
• Data cleansing: maintain clean and organised data records.

Skills

Administrative experience

Communication skills

Attention to detail

Time management

Calm under pressure

Adaptability

Positive attitude

Tools

Microsoft Office

Outlook

Word

Excel

PowerPoint

Job description

Join Our Team as an IFA Administrator!

Location: Chancery Lane, Central London

Type of Role: 8-12 Weeks

Hours: Monday - Friday, 9am - 5pm

Pay Rate: £16 per hour

Start Date: ASAP

About Us: 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.

Your Role

As an experienced Administrator, you'll hit the ground running, assisting our team with all administrative tasks. You will have a keen eye for detail and can do attitude. This is a rewarding opportunity to leverage your strong administrative skillset in a fast‑paced environment!

What You'll Do:

• Client Administration: Handle general client administration tasks.


• New Business Processing: Process and monitor new business using CURO event lists.


• Client Review Packs: Create Client Review Packs as trained by the Administration Manager.


• Database Management: Ensure CURO is updated with all relevant information.


• Client Communication: Contact clients to book reviews in line with the client review process.


• Phone Support: Answering phones and handling inquiries.


• Post-Meeting Follow-Up: Draft and send post‑meeting letters as required.


• Compliance: Ensure continual compliance with Health & Safety requirements.


• Data Cleansing: Maintain clean and organised data records.

What We're Looking For:

• Experience as an administrator.


• Knowledge: Familiarity with relevant regulations and legislation.


• Skills: Highly organised with excellent communication skills.


• Tech Savvy: Broad experience in Microsoft Office (Outlook, Word, PowerPoint, Excel).


• Attention to Detail: Exceptional attention to detail and accuracy.


• Time Management: Ability to manage time effectively and multitask.


• Calm Under Pressure: Remain calm when faced with conflicting demands.


• Adaptability: Open to change with a creative approach to problem‑solving.


• Positive Attitude: Demonstrates a positive attitude towards work.

Why Join Us?

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.

We are an equal‑opportunities employer.

We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.