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Financial Services Coordinator
2 months ago
About Ortus PSR:
We are a prominent financial services firm dedicated to delivering tailored financial planning and investment management solutions in Kidderminster.
The Role:
As an integral part of our wealth management team, you will provide essential administrative support to our seasoned financial planners and team leaders.
Key Responsibilities:
- Coordinate provider information for client recommendations, ensuring seamless integration with our financial planning processes.
- Process new business transactions, guaranteeing compliance documentation is complete and up-to-date.
- Handle various financial products, including investments, pensions, and protection, with a focus on delivering exceptional client service.
- Generate reports, address client inquiries, and maintain meticulous records, utilizing your excellent organizational skills.
Required Skills:
- Preferable qualifications include R01, CF1, or equivalent, demonstrating your expertise in financial services.
- Previous experience in administrative roles within Wealth Management or Financial Planning, showcasing your ability to adapt to our dynamic environment.
- Familiarity with Intelliflo software is advantageous, highlighting your technical skills.
- Excellent communication skills and meticulous attention to detail, ensuring you deliver top-notch client service.
- Understanding of FCA regulations and operational procedures in Financial Services, demonstrating your commitment to compliance.
Benefits:
- Enjoy a hybrid work model for flexibility, allowing you to balance work and personal life.
- Receive generous holiday allowance, along with life assurance and income protection, demonstrating our commitment to your well-being.
- Access support for exam preparation and career development, empowering you to grow professionally.
If you're enthusiastic about delivering exceptional client service and thrive in a fast-paced setting, seize this opportunity to join our team as an IFA Administrator.
