Ifa Administrator

3 months ago

StokeonTrent, United Kingdom Ortus PSR Full time

As a Pension & Investment Administration Administrator, you will play a key role in overseeing day-to-day client administration. Your responsibilities include efficiently handling pension schemes, maintaining high standards of work, and resolving complex issues. You'll collaborate with clients, internal departments, and third-party companies, ensuring accurate record-keeping and timely responses to queries.

The salary range for this role as an IFA Administrator is £28,000 - £30,000

Key responsibilities in the role:

- Process Pension schemes, including transfers, surrenders, retirements, annuities, and investment business, with a focus on SIPP experience.
- Develop positive communication and working relationships with clients and internal departments.

What You'll Gain:

- Exposure to diverse financial services tasks and challenges.
- Opportunities for professional development, including relevant training and seminars.
- A positive and collaborative working environment.
- Competitive compensation and benefits.
- Contribution to corporate development and prosperity.

**Requirements**:

- Willingness to learn and undertake necessary study.
- Ability to manage workload independently and within a small team.
- Prior experience in the Financial Services Industry.
- Strong communication and organizational skills.
- Familiarity with pension administration and regulatory obligations.

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