Ifa Administrator

2 months ago

Warrington, United Kingdom Ortus PSR Full time

Join a team of Financial Planners as an Administrator and be the go-to person for client queries on pensions, investments, and protection This is an exciting opportunity to work with a team of professionals and provide top-notch office administration toboth internal and external parties.

**£23,000 - £28,000**

Competitive salary and benefits, including 25 days holiday, life assurance, and a pension plan. Previous experience in a financial planning firm is a must, and knowledge of IO and Platform experience is essential. CII Level 3 qualifications in FinancialAdministration are preferred. If you have excellent communication skills and the ability to manage and prioritise workloads, don't miss out on this opportunity to advance your career in the financial planning industry"

**The key duties of the role are**:
Taking phone calls, inquiries and requests, and handling them where appropriate

Client correspondence, written and verbal

Processing New Business

Preparation of client review packs

Arranging client meetings and managing the Adviser’s diary

Illustration requests

Back-office support

Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures

**Role Requirements**:
Previous experience working in a Financial Planning firm is essential.

An understanding of Model Portfolios/DFMs preferable

Excellent planning, organisational and multi-tasking abilities are essential

Excellent communication skills at all levels

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