Financial Planning Administrator
other jobs Ortus PSR
Added before 1 hours
- England,South East,Buckinghamshire
- full-time
- £26,000 - £32,000 per annum
Job Description:
IFA Administrator – Join a Leading regional Wealth Management Firm and Elevate Your Career
Are you a detail-oriented professional with a passion for financial services? Ready to be a key player in a fast-growing, client-focused Wealth Management firm? We’re looking for an experienced IFA Administrator to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients.
Why Join Us?
*Reputation for Excellence: Join a firm renowned for providing bespoke financial advice and building lasting client relationships.
*Career Development: We invest in your growth, offering ongoing training, qualifications support, and clear progression pathways within the Wealth Management industry.
*Collaborative Culture: Work closely with a dedicated team in an inclusive, supportive environment where your contributions are valued.
*Work-Life Balance: We understand the importance of flexibility, offering hybrid working arrangements to ensure a positive work-life balance.
Salary:
*Competitive salary of £25,000 - £32,000 depending on experience.
Your Role:
As an IFA Administrator, you will be the backbone of our advisory team, ensuring a smooth client journey from initial contact through to recommendation and ongoing review. Your role will include:
*Managing appointments and correspondence on behalf of advisors.
*Liaising with product providers and managing the administrative side of new business processing.
*Updating client records and ensuring compliance with FCA regulations.
*Liaising with Customers
What We’re Looking For:
*Experience in a similar role within Wealth Management or Financial Planning.
*Strong understanding of FCA guidelines and compliance requirements.
*Excellent organisational skills with a keen eye for detail.
*Proficiency in using platforms such as Intelligent Office or similar CRM systems.
*A proactive, client-first attitude, with a desire to support the success of both the advisors and the firm.
If you’re looking to make your mark within a progressive wealth management firm, we’d love to hear from you!
Apply now to be part of a business that values integrity, expertise, and collaboration, while helping clients achieve their financial goals.
Are you a detail-oriented professional with a passion for financial services? Ready to be a key player in a fast-growing, client-focused Wealth Management firm? We’re looking for an experienced IFA Administrator to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients.
Why Join Us?
*Reputation for Excellence: Join a firm renowned for providing bespoke financial advice and building lasting client relationships.
*Career Development: We invest in your growth, offering ongoing training, qualifications support, and clear progression pathways within the Wealth Management industry.
*Collaborative Culture: Work closely with a dedicated team in an inclusive, supportive environment where your contributions are valued.
*Work-Life Balance: We understand the importance of flexibility, offering hybrid working arrangements to ensure a positive work-life balance.
Salary:
*Competitive salary of £25,000 - £32,000 depending on experience.
Your Role:
As an IFA Administrator, you will be the backbone of our advisory team, ensuring a smooth client journey from initial contact through to recommendation and ongoing review. Your role will include:
*Managing appointments and correspondence on behalf of advisors.
*Liaising with product providers and managing the administrative side of new business processing.
*Updating client records and ensuring compliance with FCA regulations.
*Liaising with Customers
What We’re Looking For:
*Experience in a similar role within Wealth Management or Financial Planning.
*Strong understanding of FCA guidelines and compliance requirements.
*Excellent organisational skills with a keen eye for detail.
*Proficiency in using platforms such as Intelligent Office or similar CRM systems.
*A proactive, client-first attitude, with a desire to support the success of both the advisors and the firm.
If you’re looking to make your mark within a progressive wealth management firm, we’d love to hear from you!
Apply now to be part of a business that values integrity, expertise, and collaboration, while helping clients achieve their financial goals.
Job number 1722799
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Company Details:
Ortus PSR
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