IFA Administrator - Ortus PSR : Job Details

Exciting Opportunity: IFA Administrator Needed in High Wycombe!

Are you an experienced Administrator with a background in Financial Services or IFA firms? We have an incredible opportunity for you! Our client, a reputable firm based in High Wycombe, is seeking a proactive and detail-oriented individual to join their team as an IFA Administrator.

Position: IFA Administrator

Location: High Wycombe

Employment Type: Part-Time, Permanent (open to both)

Salary: £25,000 - £28,000

About the Role:

In this role, you'll be responsible for ensuring the smooth processing and tracking of administrative actions, accurately inputting commission/Adviser Charging expectations, preparing and processing new business submissions, and more. Your attention to detail and ability to work autonomously will be crucial in this dynamic environment.

Experience and Qualifications:

• Previous experience in Financial Services and/or IFA firms
• Working knowledge of Intelligent Office (IO) software essential

Main Tasks of the Job:

• Process administrative actions efficiently
• Input commission/Adviser Charging expectations accurately
• Prepare and process new business submissions
• Issue Letters of Authority and complete ID checks
• Prepare and issue client annual review packs
• Utilize various software including Microsoft Office, Intelligent Office, etc.
• Respond to client inquiries promptly
• Keep up-to-date with industry changes
• Collaborate with the support team

About the Company:

Our client is a well-established firm of Independent Financial Advisers located in High Wycombe. With a dedicated team and a commitment to providing personalized advice and exceptional customer service, they prioritize the needs of their clients above all else.

If you're ready to take the next step in your career and join a thriving team, apply now!