Financial Planning Assistant
2 weeks ago
At Ortus PSR, we believe in delivering peace of mind to our clients through honest and simple financial advice. As an IFA Administrator, you will play a vital role in supporting our Chartered Financial Planners in providing exceptional client service.
Key Responsibilities:- Provide administrative support to our IFAs, ensuring accurate client records and documents.
- Process client reviews and handle correspondence, liaising with product providers and addressing client queries.
- Ensure compliance with FCA regulations while upholding our mission to simplify financial services.
- Competitive salary up to £35,000 depending on experience.
- Private healthcare, pension scheme, generous holiday entitlement, and support for financial qualifications.
- Flexible and remote working options.
- Experience within an IFA or wealth management setting.
- Knowledge of financial products and FCA regulations.
- Excellent communication, attention to detail, and a proactive approach.
Ready to be part of a team that prioritizes client satisfaction and financial well-being? Apply today to join our mission of empowering financial planning.
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Liverpool, Liverpool, United Kingdom Ortus PSR Full time{"title": "IFA Administrator", "description": "Empowering Financial PlanningAt Ortus PSR, we believe in delivering peace of mind to our clients through honest and simple financial advice. As an IFA Administrator, you will play a vital role in supporting our team of Chartered Financial Planners in providing exceptional client service.Key...
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Liverpool, Liverpool, United Kingdom Ortus PSR Full time{"title": "IFA Administrator", "description": "Empowering Financial PlanningAt Ortus PSR, we believe in delivering peace of mind to our clients through honest and simple financial advice. As an IFA Administrator, you will play a vital role in supporting our team of Chartered Financial Planners in providing exceptional client service.Key...
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Liverpool, Liverpool, United Kingdom Ortus PSR Full time{"title": "IFA Administrator", "description": "Empowering Financial PlanningAt Ortus PSR, we believe in delivering peace of mind to our clients through honest and simple financial advice. As an IFA Administrator, you will play a vital role in supporting our team of Chartered Financial Planners in providing exceptional client service.Key...
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Financial Planning Assistant
3 days ago
Liverpool, Liverpool, United Kingdom Ortus PSR Full time{"title": "IFA Administrator", "description": "Empowering Financial PlanningAt Ortus PSR, we believe in delivering peace of mind to our clients through honest and simple financial advice. As an IFA Administrator, you will play a vital role in supporting our team of Chartered Financial Planners in providing exceptional client service.Key...