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 Description 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.
Responsibilities Adding new client data onto back-office systemSending Letters of Authority (LOA) and regularly following up with the providersProcessing new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronicLiaising with clients and providers where appropriateProcessing fund switches and withdrawalsBooking in client calls, fact find meetings and sending relevant documentsAdding and updating new business and fees onto back-office systemDealing with telephone and postal queriesProducing client valuationsScanning documents onto back-office system when requiredDealing with internal reporting on prospects, clients, status and feesWorking with the finance team on commission income reconciliationSupporting colleagues with general miscellaneous adminAssisting with any other duties as required by the Head of Financial ServicesDesired Skills and Experience At least two years exposure working for an IFA in an administrative roleExperience in using Intelligent Office is essentialExcellent customer service and administration skillsComfortable and credible when speaking with Clients and Providers over the phoneMust be a team player who is able to manage their own workloadFamiliar working to tight deadlinesWhat We Offer Up to 32,250 (rand) per monthTailored training planAn additional day off for your Birthday every yearExcellent training and development opportunitiesJob Type: Full-time, Mon-Fri 8am to 5pm
Email: ******
About 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, Executive Recruitment, IT Strategy, Business Advisory and Legal Services ensuring a joined-up approach and seamless client experience.
Fusion 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 identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Marlborough House
298 Regents Park Road
London N3 2SZ
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