IFA Admin Specialist | Hybrid + Progression to Senior

Ortus PSR Ltd.; Chesterfield; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Pension scheme

Death in Service (3x salary)

33 days holiday

Flexible hours

Hybrid working after probation

Job summary

Ortus PSR Ltd. in Derby is seeking an experienced IFA Financial Planning Administrator to own complex cases from instruction through to completion, working closely with IFAs and the paraplanning team.

You will process pensions, investments and life assurance, liaise with providers and clients, manage records on Intelliflo and support progression toward a senior or management position as the team grows. Flexible hours and hybrid working after probation.

Qualifications

• Experience in an IFA, wealth management or financial planning environment.
• Confident handling of complex financial planning and new business cases.
• Good working knowledge of pensions, investments and life assurance.
• Excellent attention to detail, organisation and communication.

Responsibilities

• Manage complex financial planning administration from instruction to completion.
• Process new business applications across pensions, investments and life assurance.
• Liaise with providers, platforms, clients and advisers to resolve queries.
• Maintain accurate records and workflows on Intelliflo.
• Coordinate annual client reviews from preparation through to completion.
• Provide paraplanning and commission reconciliation cover when required.

Skills

IFA experience

Complex case handling

Attention to detail

Organisation

Communication skills

Pensions knowledge

Investments knowledge

Tools

Intelliflo

Job description

Ortus PSR Ltd. in Derby is seeking an experienced IFA Financial Planning Administrator to own complex cases from instruction through to completion, working closely with IFAs and the paraplanning team.

You will process pensions, investments and life assurance, liaise with providers and clients, manage records on Intelliflo and support progression toward a senior or management position as the team grows. Flexible hours and hybrid working after probation.