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IFA Administrator

Fusion Consulting Ltd
Job LocationNorth London
EducationNot Mentioned
Salary£30,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

[FFA0324]IFA Administrator Due to extensive growth, Fusion Consulting Group are looking to recruit an experienced IFA Administrator to provide general support to the expanding financial division of the group.The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Recruitment. Our mission is to disrupt the disjointed Professional Services space.Job DescriptionReporting directly to the Head of Financial, the IFA Administrator will be required to assist the lead consultant and other advisers.This is an excellent opportunity for someone with previous IFA experience to join a supportive and collaborative team where their training and future development will be made a priority.This role will be based out of our head office, in Finchley, North London.Responsibilities

  • Adding new client data onto back-office system
  • Sending Letters of Authority (LOA) and regularly following up with the providers
  • Processing new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic
  • Liaising with clients and providers where appropriate
  • Processing fund switches and withdrawals
  • Booking in client calls, fact find meetings and sending relevant documents
  • Adding and updating new business and fees onto back-office system
  • Dealing with telephone and postal queries
  • Producing client valuations
  • Scanning documents onto back-office system when required
  • Dealing with internal reporting on prospects, clients, status and fees
  • Working with the finance team on commission income reconciliation
  • Supporting colleagues with general miscellaneous admin
  • Assisting with any other duties as required by the Head of Financial Services
Person Specification
  • At least two years exposure working for an IFA in an administrative role
  • Experience in using Intelligent Office is essential
  • Excellent customer service and administration skills
  • Comfortable and credible when speaking with Clients and Providers over the phone
  • Must be a team player who is able to manage their own workload
  • Familiar working to tight deadlines
What we Offer
  • Basic Salary of up to £35,000 per annum depending on experience
  • Initially 22 days holiday + Bank holidays; Increasing to 23 days after 1 year of employment and then 24 days after 2 years of employment
  • An additional day off for your Birthday every year
  • Excellent training and development opportunities
  • Private medical insurance
  • Group life insurance
  • FusionPoints bonus scheme
  • Pension Contribution
  • Christmas and Summer parties
  • Quarterly get together and team building
  • Small milestone gifts
Job Type: Full-time, Mon-Fri 9am to 5pmJob Location: North London, Finchley N3About Fusion Consulting Group:Fusion is a multi-discipline consulting practice assisting entrepreneurial businesses and private clients by delivering an end to end solution throughout their business journey.Fusion crafts client solutions using its in-house team of highly skilled consultants with a diverse range of expertise within International Taxation, Company Accounting, Digital Marketing, IT Strategy, Business Advisory, Legal Services and Financial servicesensuring a joined up approach and seamless client experience.Equal OpportunitiesFusion Consulting Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identityor expression, sexual orientation, national origin, genetics, disability, age, or veteran statusRequired skills
  • LOA
  • IFA
  • intelligent office

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