Temporary IFA Administrator – London

About the role

We are seeking a proactive Temporary IFA Administrator to join our central London office for an 8‑12 week assignment. You will support a busy financial advice team, handling client administration and ensuring smooth day‑to‑day operations.

Key responsibilities

• Perform general client administration and data entry.
• Process new business using CURO event lists and maintain the database.
• Create client review packs under guidance from the Administration Manager.
• Contact clients to schedule reviews and manage post‑meeting correspondence.
• Answer phone calls, respond to inquiries, and provide front‑desk support.
• Maintain compliance with health & safety and data‑cleansing standards.

Required profile

• Previous experience in an administrative role, preferably within a financial services environment.
• Strong organisational abilities and a keen eye for detail.
• Ability to manage multiple tasks, meet deadlines and stay calm under pressure.
• Positive attitude and willingness to adapt to changing priorities.

Required skills

• Proficiency in Microsoft Outlook.
• Proficiency in Microsoft Word.
• Proficiency in Microsoft PowerPoint.
• Proficiency in Microsoft Excel.

What we offer

• Competitive hourly rate of £16.
• Opportunity to work within a reputable financial institution.
• Experience in a fast‑paced, client‑focused environment.
• Supportive team culture that values initiative and accuracy.