Financial Planning Coordinator

3 weeks ago

Milton Keynes, Milton Keynes, United Kingdom Ortus PSR Full time

Unlock Your Potential as an IFA Administrator

Are you a detail-oriented professional with a passion for financial services? Ready to be a key player in a fast-growing, client-focused Wealth Management firm? We're looking for an experienced IFA Administrator to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients.

Why Choose Ortus PSR?

  • Reputation for Excellence: Join a firm renowned for providing bespoke financial advice and building lasting client relationships.
  • Career Development: We invest in your growth, offering ongoing training, qualifications support, and clear progression pathways within the Wealth Management industry.
  • Collaborative Culture: Work closely with a dedicated team in an inclusive, supportive environment where your contributions are valued.
  • Work-Life Balance: We understand the importance of flexibility, offering hybrid working arrangements to ensure a positive work-life balance.

Your Role:

As an IFA Administrator, you will be the backbone of our advisory team, ensuring a smooth client journey from initial contact through to recommendation and ongoing review. Your role will include:

  • Managing appointments and correspondence on behalf of advisors.
  • Liaising with product providers and managing the administrative side of new business processing.
  • Updating client records and ensuring compliance with FCA regulations.
  • Liaising with customers.

What We're Looking For:

  • Experience in a similar role within Wealth Management or Financial Planning.
  • Strong understanding of FCA guidelines and compliance requirements.
  • Excellent organisational skills with a keen eye for detail.
  • Proficiency in using platforms such as Intelligent Office or similar CRM systems.
  • A proactive, client-first attitude, with a desire to support the success of both the advisors and the firm.

Apply Now: If you're looking to make your mark within a progressive wealth management firm, we'd love to hear from you.

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