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Financial Services Coordinator
2 months ago
About Ortus PSR:
Ortus PSR is a prominent financial services firm in Warwick, dedicated to delivering tailored financial planning and investment management solutions. Our company is known for its personalized service and growth, offering a dynamic work environment that balances professionalism with a friendly, close-knit culture.
The Role:
We are seeking an IFA Administrator to become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders. As an IFA Administrator, you will play a crucial role in coordinating provider information, processing new business transactions, and ensuring compliance documentation is complete.
Key Responsibilities:
- Coordinate provider information for client recommendations.
- Process new business transactions and ensure compliance documentation is complete.
- Handle various financial products, including investments, pensions, and protection.
- Generate reports, address client inquiries, and maintain meticulous records.
Required Skills:
- Preferable qualifications include R01, CF1, or equivalent.
- Previous experience in administrative roles within Wealth Management or Financial Planning.
- Familiarity with Intelliflo software is advantageous.
- Excellent communication skills and meticulous attention to detail.
- Understanding of FCA regulations and operational procedures in Financial Services.
Benefits:
- Enjoy a hybrid work model for flexibility.
- Receive generous holiday allowance, along with life assurance and income protection.
- Access support for exam preparation and career development.
If you're enthusiastic about delivering top-notch client service and thrive in a fast-paced setting, this opportunity is ideal for you. Apply today to become a part of our dynamic team and contribute to our mission of delivering exceptional financial solutions.
