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IFA Administrator

2 months ago

Warwick, United Kingdom Ortus PSR Full time

Company Overview:

Join a prominent financial services firm in Warwick who are dedicated to delivering tailored financial planning and investment management solutions. With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.

The Role:

Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.

Key Responsibilities:

  • Coordinate provider information for client recommendations.
  • Process new business transactions and ensure compliance documentation is complete.
  • Handle various financial products, including investments, pensions, and protection.
  • Generate reports, address client inquiries, and maintain meticulous records.

Required Skills:

  • Preferable qualifications include R01, CF1, or equivalent.
  • Previous experience in administrative roles within Wealth Management or Financial Planning.
  • Familiarity with Intelliflo software is advantageous.
  • Excellent communication skills and meticulous attention to detail.
  • Understanding of FCA regulations and operational procedures in Financial Services.

Benefits:

  • Enjoy a hybrid work model for flexibility.
  • Receive generous holiday allowance, along with life assurance and income protection.
  • Access support for exam preparation and career development.

If you're enthusiastic about delivering top-notch client service and thrive in a fast-paced setting, seize this opportunity and apply today for our IFA Administrator position.