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IFA Administrator

2 months ago

Northampton, United Kingdom Ortus PSR Full time

Financial Planning Administrator

Elevate Your Career with a Leading Wealth Management Firm

Are you an experienced financial services administrator looking to take your career to the next level? Our client, a prestigious and fully independent financial advice, investment management, and stockbroking firm, is seeking a talented individual to join their dynamic team. With a rich history and a commitment to excellence, this firm offers a unique opportunity to work with a diverse client base, including private clients, trusts, charities, and companies.

Why You Should Consider This Role:

  • Career Advancement: With an expanding client base, our client offers significant opportunities for progression, supporting your career growth every step of the way.
  • Supportive Work Environment: Join a team that values collaboration, professional development, and long-term staff retention.
  • Competitive Benefits: Enjoy 25 days of holiday, a 5% employer pension contribution, study support, flexible working options, and more.

Key Responsibilities:

  • Maintain and update client records, process new business applications, and manage general administrative duties.
  • Communicate with providers to gather information on existing plans and obtain plan valuations.
  • Ensure all client correspondence is handled efficiently and professionally.

Ideal Candidate Profile:

  • Proven administration experience within Financial or Professional Services.
  • Strong attention to detail and analytical thinking.
  • Excellent written and verbal communication skills.
  • Effective organizational and time management abilities.
  • Proficiency in Microsoft Word, Excel, and Outlook.

If you're detail-oriented, highly organized, and eager to make an impact, this is your chance to join a reputable firm that values your contribution.

Apply today to become an integral part of a thriving wealth management business