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Financial Services Coordinator

2 months ago

Huddersfield, Kirklees, United Kingdom Ortus PSR Full time

IFA Administrator Job Opportunity

At Ortus PSR, we are seeking a highly motivated and organized IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our team of financial advisors and Paraplanners.

Responsibilities:

* Conduct research and gather information to support the financial advisors in their client meetings and presentations.
* Maintain accurate and up-to-date client records, ensuring compliance with regulatory requirements and industry standards.
* Assist in the preparation and submission of regulatory compliance documentation, including reports and filings.
* Collaborate with the team to improve processes and systems to enhance 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.
* Knowledge of financial products and services, including investments and pensions.
* Strong attention to detail and excellent organizational skills.

If you are a motivated and detail-oriented individual looking to start your career in financial services, we encourage you to apply for this exciting opportunity.