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Administrative Support Specialist

2 months ago

Huddersfield, Kirklees, United Kingdom Ortus PSR Full time

Are you a detail-oriented and organized individual looking for a challenging career opportunity in the financial services industry? Ortus PSR is currently seeking a highly motivated IFA Administrator to join their team.

The successful candidate will play a crucial role in supporting the team of financial advisors and Paraplanners, ensuring the smooth operation of daily tasks and administrative duties.

Key Responsibilities:

  • Conduct thorough research and gather information to support the financial advisors in their client meetings, ensuring accurate and up-to-date knowledge of financial products and services.
  • Maintain accurate and compliant client records, adhering to regulatory requirements and industry standards.
  • Assist in the preparation and submission of regulatory compliance documentation, ensuring timely and accurate completion.
  • Collaborate with the team to identify and implement process improvements, enhancing efficiency and productivity.
  • Provide comprehensive administrative support to the financial advisors, including preparing client documentation, organizing meetings, and managing client communication.

Requirements:

  • Previous experience working in a similar role within the financial services industry, preferably within an IFA firm, with a strong understanding of financial products and services.
  • Excellent attention to detail and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously.

Ortus PSR is a leading provider of financial services, and we are committed to delivering exceptional results for our clients. If you are a motivated and detail-oriented individual looking for a challenging career opportunity, we encourage you to apply for this exciting role.