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Financial Planning Administrator

2 months ago

Northampton, Northamptonshire, United Kingdom Ortus PSR Full time

Job Summary:

Ortus PSR is seeking a highly skilled and experienced Financial Planning Administrator to join our dynamic team. As a key member of our administration department, you will play a vital role in supporting our financial advisors and clients.

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.

About Ortus PSR:

Ortus PSR is a leading wealth management firm that offers a unique opportunity to work with a diverse client base, including private clients, trusts, charities, and companies. We value collaboration, professional development, and long-term staff retention, and offer a supportive work environment and competitive benefits package.