IFA Administrator

Ortus PSR Ltd.; Aylesbury; Hybrid; GBP 30,000 - 38,000; Full time

Job summary

A leading Chartered Financial Planning practice is seeking a Senior Financial Services Administrator to streamline processes and manage client relationships. The ideal candidate will bring strong organizational skills, attention to detail, and a passion for technology-driven solutions. This role offers a competitive salary and the opportunity for professional development in a hybrid working environment.

Benefits

Full funding for professional qualifications

Flexible working hours

Competitive salary

Hybrid working environment

Benefits after initial service period

Qualifications

• Strong background in financial planning administration is essential.
• Proficiency in Microsoft Office and an interest in AI tools.
• Excellent attention to detail and strong relationship management skills.

Responsibilities

• Overseeing day-to-day administration of financial planning processes.
• Acting as a first point of contact for clients and partners.
• Implementing automation tools to improve workflows.

Skills

Organisational Skills

Attention to Detail

Relationship Management

Problem-Solving

Tech Savvy

Education

Understanding of Financial Planning Regulations

Professional Qualifications (CII, CISI)

Tools

Microsoft Office (Excel & Word)

AI-driven Tools

Job description

We are recruiting on behalf of a well-established Chartered Financial Planning practice that is at the forefront of innovation in the financial services sector. This firm is embracing technology-driven solutions to enhance efficiency and client experience, offering a dynamic and modern working environment.

They are seeking an experienced Senior Financial Services Administrator to join their team, providing vital support in streamlining processes, managing client relationships, and driving operational improvements. This role is ideal for someone looking to work in a forward-thinking firm where they can make a real impact.

Key Responsibilities:

• Overseeing day-to-day administration of financial planning processes, ensuring accuracy and efficiency.
• Acting as a first point of contact for clients and professional partners, delivering outstanding service.
• Implementing automation tools to improve workflows, such as AI-powered transcription and task management systems.
• Managing client cases and clearing backlogs to ensure timely and compliant financial planning support.
• Working closely with senior leadership to enhance operational strategies and introduce process improvements.
• Supporting the adoption of new technologies and smarter working practices.
• What We’re Looking For:
• This role would suit an experienced financial services administrator who is highly organised, tech-savvy, and client-focused.

The ideal candidate will have:

• A strong background in financial planning administration with an understanding of industry regulations.
• Proficiency in Microsoft Office (Excel & Word) and a willingness to learn AI-driven tools.
• Excellent attention to detail, ensuring processes and client records are managed accurately.
• Strong relationship management skills, providing professional and empathetic client support.
• A proactive approach to problem-solving and process improvement.
• An interest in career development, with a desire to obtain professional qualifications (CII, CISI).

What’s on Offer?

• Competitive salary of £30,000 - £38,000, depending on experience.
• Hybrid working – three days in the office, two days remote after initial training.
• Full funding for professional qualifications to support career progression.
• The opportunity to work with cutting-edge financial services technology.
• Flexible working hours and additional benefits upon completing the initial service period.