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IFA Administrator

Employer
Ortus PSR
Location
UK
Salary
Competitive
Closing date
30 Jun 2022

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.

Responsibilities:
  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
  • Liaise with providers and third parties, to obtain any information that may be needed

Skills:

In order to be considered for this unique opportunity, candidates need to have -
  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
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