IFA Administrator

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

Job summary

Join a leading financial services firm in Warwick as an IFA Administrator, providing crucial support within the wealth management team. This role offers a dynamic environment, with hybrid working, generous benefits, and opportunities for professional development. If you have a detail-oriented mindset and are passionate about client service, apply today to advance your career.

Benefits

Hybrid Work Model

Generous Holiday Allowance

Life Assurance

Income Protection

Support for Professional Development

Qualifications

• Previous administrative experience in Wealth Management or Financial Planning.
• Familiarity with FCA regulations and operational procedures in Financial Services.

Responsibilities

• Coordinate provider information for client recommendations.
• Process new business transactions and complete compliance documentation.
• Prepare reports and address client inquiries.

Skills

Communication

Attention to detail

Education

R01 or CF1 or equivalent

Tools

Intelliflo

Job description

IFA Administrator – Hybrid Working & Excellent Benefits

Join a Prominent Financial Services Firm in Warwick

Looking for a dynamic environment where professional growth meets a close-knit, friendly culture? This well-established firm is renowned for delivering tailored financial planning and investment management solutions, backed by a reputation for personalized service and continual expansion.

The Role

Take on a crucial support position within the wealth management team. As an IFA Administrator, you will partner with seasoned financial planners and team leaders, ensuring clients receive exceptional service and thorough administrative oversight.

Key Responsibilities

Coordinate provider information for client recommendations.

Process new business transactions and complete compliance documentation.

Manage a range of financial products, including investments, pensions, and protection.

Prepare reports, address client inquiries, and keep records accurate and up to date.

Required Skills

Preferable qualifications include R01, CF1, or equivalent.

Previous administrative experience in Wealth Management or Financial Planning.

Familiarity with Intelliflo software is advantageous.

Excellent communication skills and a keen eye for detail.

Understanding of FCA regulations and operational procedures in Financial Services.

Benefits

Hybrid Work Model: Enjoy flexibility in your schedule.

Generous Holiday Allowance: Plus life assurance and income protection.

Professional Development: Get support for exams and career growth.

If you’re passionate about delivering top-notch client service and thrive in a fast-paced, collaborative setting, don’t miss this opportunity. Apply today to become our next IFA Administrator and take the next step in your financial services career!