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Senior Financial Services Administrator

2 months ago

Bristol, Bristol, United Kingdom Ortus PSR Full time

Job Title: Senior IFA Administrator

Company Overview: Ortus PSR is a leading Wealth Management company with a strong presence in the UK market.

Job Summary: We are seeking a highly skilled Senior IFA Administrator to join our dynamic team in Bristol. The successful candidate will be responsible for providing exceptional administrative support to our financial services team.

Key Responsibilities:

  • Manage and maintain accurate and up-to-date client records and data
  • Process and reconcile financial transactions and accounts
  • Provide administrative support to the financial services team, including preparing reports and presentations
  • Develop and maintain strong relationships with clients and internal stakeholders
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Previous experience in IFA administration or a related field
  • Strong administrative and organizational skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Proficiency in Microsoft Office and other relevant software

What We Offer:

  • A competitive salary and benefits package
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment
  • Recognition and rewards for outstanding performance