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 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 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
Desired Skills and Experience
- 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
- Up to 32,250 (rand) per month
- Tailored training plan
- An additional day off for your Birthday every year
- Excellent training and development opportunities
- FusionPoints bonus scheme
Job Type: Full-time, Mon-Fri 8am to 5pm
Job Location: Sandton, Johannesburg
Email: fusionrec@fusionconsult.co.uk
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.
Equal Opportunities
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.
