Financial Services Specialist

2 weeks ago


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

About Ortus Psr

We are a leading regional wealth management firm committed to delivering top-tier service to high-net-worth clients. Our team of expert Independent Financial Advisors is dedicated to building lasting client relationships and providing bespoke financial advice.

Job Description

We are seeking an experienced IFA Administrator to support our dynamic team in delivering exceptional client service. The successful candidate will be responsible for managing various tasks, including:

  • Liaising with customers to ensure seamless communication and timely resolution of queries;
  • Providing administrative support to our Independent Financial Advisors, including data entry, document preparation, and maintenance of accurate records;
  • Contributing to the development and implementation of business strategies to enhance client engagement and retention.

Requirements

To be successful in this role, you will need:

  • Experience in a similar role within wealth management or financial planning;
  • Proficiency in using platforms such as Intelligent Office or similar CRM systems;
  • Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike;
  • A keen eye for detail and ability to maintain accurate records;
  • A proactive approach to problem-solving and adaptability in a fast-paced environment.

Benefits

We offer a competitive salary of £28,000 per annum, depending on experience. In addition, we provide ongoing training and qualifications support to help you grow in your career. We also offer hybrid working arrangements to ensure a positive work-life balance.

What We're Looking For

If you have a passion for financial services and a strong desire to excel in a dynamic team environment, we would love to hear from you. Please apply now to take the first step towards an exciting career opportunity.



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