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Financial Planning Administrator

2 weeks ago

Swindon, United Kingdom Ortus PSR Full time

Our client is looking for an IFA Administrator who has a background in the industry and brings the highest standards of customer service. The role would suit someone who is driven, ambitious and has a proactive approach, and is comfortable working with excellent standards.

**The Role**
- Maintaining client files and ensuring they are up to date
- Ensuring accuracy and giving technical support to IFA end clients
- Adhering to compliance policies
- Assisting with preparing client reviews

**Requirements**:

- Previous IFA Administrator experience
- Thorough knowledge of administration processes
- Excellent customer service and interpersonal skills
- Attention to detail and accuracy
- Ability to work as part of a team and independently

**Benefits**
- Competitive salary
- Developing knowledge and working with industry leading IFA firms
- Opportunities to progress within the organisation
- Friendly and welcoming team

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Ability to Commute:

- Swindon (required)

Ability to Relocate:

- Swindon: Relocate before starting work (required)

Work Location: In person