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IFA Support Associate

2 months ago

Farnham, Surrey, United Kingdom Ortus PSR Full time

Job Summary:

We are seeking a highly motivated and organised individual to join our team as an IFA Support Associate at Ortus PSR. In this role, you will play a crucial part in supporting our Independent Financial Advisors in delivering exceptional financial services to their clients.

About Ortus PSR:

Ortus PSR is a dynamic and client-focused financial services firm committed to delivering comprehensive and personalised financial solutions. We take pride in our commitment to excellence, integrity, and innovation, providing our clients with the highest level of service.

Key Responsibilities:

  • Client Services:
    • Assist in the preparation and processing of client documentation.
    • Handle client inquiries and provide timely, professional responses.
    • Maintain accurate and up-to-date client records.
  • Administrative Support:
    • Support IFAs in the preparation of financial plans and reports.
    • Coordinate and schedule client meetings and appointments.
    • Manage administrative tasks to ensure the smooth operation of the IFA's workflow.
  • Compliance:
    • Ensure compliance with industry regulations and internal policies.
    • Assist in the preparation of compliance documentation.

Requirements:

  • Previous experience in a financial services or advisory role is preferred.
  • Strong organisational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • Proficient in Microsoft Office suite and financial planning software.