IFA Administrator - Ortus PSR : Job Details

Join a Dynamic IFA: IFA Administrator Opportunity!

Are you ready to make your mark in an exciting administrative role? Look no further! We’re seeking a proactive Administrator to join our client's dynamic IFA firm. As a vital part of our team, you’ll manage the client lifecycle using our cutting-edge Intelligent Office system.

Why Choose Us?

• Supportive Environment: Join a forward-thinking team that values your growth.
• Competitive Salary: Earn £25,000 - £32,000 as an IFA Administrator.
• Client-Centric: Be the bridge between our clients and financial success.

Your Role: As an Administrator, you’ll be at the heart of our operations:

• Client Interaction: Be the primary contact via phone, email, and letters.
• Precision Matters: Maintain accurate client records in Intelligent Office.
• Smooth Operations: Coordinate with providers for seamless investment management.
• Compliance Champion: Keep our processes on track by organizing client communications.

Ideal Candidate:

• Experience: Familiarity with Investment and Pensions administration.
• Growth Mindset: Eager to develop within the financial services industry.
• Detail-Oriented: Accuracy is key
• Efficient Organizer: Juggle tasks and prioritize client needs effectively.

Ready to embark on a rewarding career journey? Apply now and be part of our success story!