IFA Administrator

Ortus PSR Ltd.; Kidderminster; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A prominent financial services firm in Kidderminster seeks an IFA Administrator to support financial planners. Responsibilities include processing transactions, handling client inquiries, and ensuring compliance documentation is accurate. The role offers a hybrid work model and generous benefits, ideal for those passionate about client service and financial planning.

Benefits

Generous holiday allowance

Life assurance and income protection

Support for exam preparation and career development

Qualifications

• Preferable qualifications include R01 or CF1.
• Previous experience in administrative roles within Wealth Management.
• Familiarity with Intelliflo software is advantageous.

Responsibilities

• Coordinate provider information for client recommendations.
• Process new business transactions and ensure compliance.
• Handle various financial products, maintain records, and address client inquiries.

Skills

Attention to detail

Communication skills

Understanding of FCA regulations

Administrative experience in Wealth Management

Education

R01 or CF1 qualification

Tools

Intelliflo software

Job description

Company Overview:

Join a prominent financial services firm in Kidderminster who arededicated to delivering tailored financial planning and investment management solutions. With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.

The Role:

Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.

Key Responsibilities:

• Coordinate provider information for client recommendations.
• Process new business transactions and ensure compliance documentation is complete.
• Handle various financial products, including investments, pensions, and protection.
• Generate reports, address client inquiries, and maintain meticulous records.

Required Skills:

• Preferable qualifications include R01, CF1, or equivalent.
• Previous experience in administrative roles within Wealth Management or Financial Planning.
• Familiarity with Intelliflo software is advantageous.
• Excellent communication skills and meticulous attention to detail.
• Understanding of FCA regulations and operational procedures in Financial Services.

Benefits:

• Enjoy a hybrid work model for flexibility.
• Receive generous holiday allowance, along with life assurance and income protection.
• Access support for exam preparation and career development.

If you're enthusiastic about delivering top-notch client service and thrive in a fast-paced setting, seize this opportunity and apply today for our IFA Administrator position.