Financial Planning Administrator - Ortus PSR : Job Details

IFA Administrator - Join a Leading Wealth Management Firm and Elevate Your Career!

Are you a detail-oriented professional with a passion for supporting financial advisors in delivering top-tier client service? We're seeking a talented IFA Administrator to join our dynamic team at a national Advisory firm, where you'll play a key role in ensuring the smooth running of our wealth management operations.

• Thriving Wealth Management Firm: Be part of a reputable firm with a strong presence in the industry, known for delivering bespoke financial advice to high-net-worth clients.
• Career Progression: We believe in investing in our people. You'll have access to ongoing professional development and the chance to grow your career within the firm.
• Collaborative Culture: Join a supportive and friendly team where your contributions are valued and work-life balance is a priority.
• Attractive Salary & Benefits: Competitive salary of £25,000 - £30,000, with an excellent benefits package including pension contributions, health insurance options. 

As an IFA Administrator, you'll be integral to the client service process, providing essential support to our financial advisers. Your responsibilities will include:

• Preparing and submitting new business applications, ensuring compliance with FCA regulations.
• Managing client records, maintaining accurate data on our CRM system, and handling all related documentation.
• Liaising with product providers to obtain information and ensure smooth processing of financial transactions.
• Assisting with client reviews and preparing documentation for meetings.
• Supporting the wider team with any administrative duties that keep the business running smoothly.

• Experience in a similar IFA administration role, ideally within a wealth management or financial planning environment.
• Strong knowledge of financial products such as pensions, investments, and protection.
• Excellent organisational skills, with the ability to prioritise tasks and meet deadlines.
• A proactive mindset, with a keen eye for detail and a commitment to delivering first-class client service.
• Proficiency in financial planning software and a good grasp of FCA regulations.

This is a fantastic opportunity for an experienced IFA Administrator to make a real impact within a thriving firm. If you’re ready to take the next step in your career, we’d love to hear from you!

Apply now and be a part of our success story.