Ifa Administrator

4 weeks ago

Nottingham, United Kingdom Ortus PSR Full time

This firm has a strong ethos of growth, kindness and collaboration. That’s why this practice is recognised as one of the** top financial planning companies to work for**, they have **Chartered Financial Planner** status and areregularly judged to be a** Top 100 Financial Planning company**.

**About you**
- Administration experience in a financial planning company for at least two years.
- Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
- Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
- Financial administration qualifications would be advantageous.
- Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

**Responsibilities**
- Processing authority letters, and gathering financial data for new clients and annual reviews.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- Providing administrative support to the financial planners and paraplanners as required.
- Supporting clients with administrative queries and communication as required.

**What we offer**
- The opportunity to work in a positive team, where you can grow and make your mark.
- A supportive environment for continual learning. All qualification and training costs are met.
- This is a full time role with hybrid working and flexible hours.
- Attractive benefits package: Pension, life insurance, online GP, mobile phone, generous holidays.

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