IFA Adminstrator - Ortus PSR : Job Details

Are you ready to embark on a journey where you can truly make a difference in people's lives? Look no further! We are seeking a passionate individual to join our dynamic team as a Client Experience Specialist within a family-run IFA

IFA Administrator salary is up to £38,000 D.O.E

Join a successful family-run business of professional Chartered Financial Planners. As a thriving enterprise, they prioritise creating a positive impact in their clients' lives. Now, they are on the lookout for a new key member to enhance our small, friendly team.

What You'll Do:

• Be the welcoming face and voice as the first point of contact for callers & visitors to our office.
• Pre-qualify prospects & tailor our services to their needs.
• Organize meetings for our Directors/Advisers, ensuring smooth operations.
• Welcome & onboard new clients, making them feel valued from day one.
• Manage the delivery of our ongoing client review program, ensuring their needs are met consistently.
• Set up and execute tasks & workflow steps using our CRM system.
• Handle online transactions efficiently, including setting up new products, fund switches, and more.
• Maintain meticulous, compliant data to uphold our standards of excellence.
• Collaborate with all stakeholders to deliver exceptional outcomes for our clients.

What You'll Bring:

• Superb communication skills, offering first-class client service levels.
• Proficiency in Microsoft Office and experience with CRM systems.
• Familiarity with Cashcalc & Transact online platforms.

Ready to embark on this exciting opportunity? Apply now and let's create exceptional experiences together!

Join us in shaping brighter financial futures!