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Financial Planning Coordinator

2 months ago

Northampton, Northamptonshire, United Kingdom Ortus PSR Full time
About Ortus PSR

Ortus PSR is a leading wealth management firm dedicated to providing exceptional financial services to its clients. With a rich history and a commitment to excellence, our firm offers a unique opportunity to work with a diverse client base, including private clients, trusts, charities, and companies.

Job Summary

We are seeking a highly skilled and experienced Financial Planning Administrator to join our dynamic team. As a key member of our administration team, you will be responsible for maintaining and updating client records, processing new business applications, and managing general administrative duties.

Key Responsibilities
  • Maintain and update client records, process new business applications, and manage general administrative duties.
  • Communicate with providers to gather information on existing plans and obtain plan valuations.
  • Ensure all client correspondence is handled efficiently and professionally.
Requirements
  • Proven administration experience within Financial or Professional Services.
  • Strong attention to detail and analytical thinking.
  • Excellent written and verbal communication skills.
  • Effective organizational and time management abilities.
  • Proficiency in Microsoft Word, Excel, and Outlook.
What We Offer
  • Career Advancement: With an expanding client base, Ortus PSR offers significant opportunities for progression, supporting your career growth every step of the way.
  • Supportive Work Environment: Join a team that values collaboration, professional development, and long-term staff retention.
  • Competitive Benefits: Enjoy 25 days of holiday, a 5% employer pension contribution, study support, flexible working options, and more.