Ifa Administrator

4 months ago


Manchester, United Kingdom Ortus PSR Full time

The Salary Range for this role within the IFA Administration team is up to £28,000 and offers hybrid working from their Oldham office.
- You will manage administrative tasks such as scheduling appointments, preparing paperwork, and organizing client files.
- Communicate with clients to answer inquiries, schedule meetings, and provide updates on financial plans.
- Collaborate with financial planners to develop and implement strategies for clients.
- Maintain accurate and up-to-date records of client information and financial plans.
- Assist with special projects as needed.

**Requirements**:

- Experience in a financial planning or related field.
- Strong organisational and communication skills.
- Proficiency in Microsoft Office and other relevant software.
- Knowledge of financial planning concepts and strategies.

Don't miss out on this chance to make a difference in the lives of others


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