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Admin - Independent Financial Adviser (Ifa) - London, United Kingdom - Fusion Consulting Ltd.
Description
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.Reporting directly to the Head of Financial, you 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.
Adding new client data onto back-office systemProcessing new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic
Adding and updating new business and fees onto back-office system
Dealing with telephone and postal queries
Scanning documents onto back-office system when required
Working with the finance team on commission income reconciliation
Assisting with any other duties as required by the Head of Financial Services
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
Basic Salary of up to £35,000 per annum depending on experience
~24 days holiday + Bank holidays
~ An additional day off for your Birthday every year
~ Excellent training and development opportunities
~ Private medical insurance
~ Group life insurance
Job Type:
Full-time, Mon-Fri 9am to 5pm
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, Executive Recruitment, IT Strategy, Business Advisory and Legal Services ensuring a joined-up approach and seamless client experience.
All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
