IFA / Data Entry Administrator

Our client, a well-established financial institution, is seeking an experienced Administrator with a background in finance to join their team on a temporary basis.

In this role, you will hit the ground running and support the team with all things admin/data entry. You will assist with maximising the effective running of the administration team, all while supporting the achievement of organisational goals and objectives as required.

This is a rewarding opportunity to be an integral member of a fast-paced, dynamic team, and utilise your strong administrative skillset.

* Please note: You must be available immediately with no notice period to apply for this role

Type of Role: 2 months

Role: IFA/Data Entry Administrator

Company Type/Industry: Financial Institution

Days: Monday - Friday

Hours: 9am-5.30pm

Start Date: ASAP

Location: Chancery Lane, hybrid

Pay: £16 per hour

Duties

• General client administration


• Data Entry


• Process and monitor new business using CURO event lists


• Creating Client Review Packs as trained by the Administration Manager


• Ensure Advisor Office is updated with all relevant information


• Contact clients to book in for reviews, in line with client review process


• Answering phones


• Post meeting letters as required


• Updating client Factfinds


• Ensure continual compliance with GDPR regulations


• Data Cleansing

Skills & Experience

• Prior experience as an administrator (min 2 years)


• Knowledge of relevant regulation and legislation


• Confident with data entry


• Highly organised with excellent communication skills


• Broad experience in Microsoft Office (Outlook, Word, PowerPoint, Excel)


• Exceptional attention to detail


• Ability to manage time effectively and multitask


• Remain calm when faces with conflicting demands


• Open to change with a creative approach to problem solving


• Demonstrates positive attitude towards work

BENEFITS: We would love for you to join us! Some of the great perks of temping through Office Angels include:

• Hybrid working


• Flexible hours / Flexible working culture


• Office Angels Boost benefits - The BEST temp benefits on the market benefits


• Weekly pay


• Temporary candidate of the month award


• A dedicated consultant as an additional layer of support

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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.