Financial Planning Administrator

Ortus Psr; Milton Keynes; Hybrid; GBP 25,000 - 32,000; Full time

Job description

IFA Administrator - Join a Leading regional Wealth Management Firm and Elevate Your Career

Are you a detail-oriented professional with a passion for financial services? Ready to be a key player in a fast-growing, client-focused Wealth Management firm? We're looking for an experienced IFA Administrator to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients.

Why Join Us?

• Reputation for Excellence: Join a firm renowned for providing bespoke financial advice and building lasting client relationships.
• Career Development: We invest in your growth, offering ongoing training, qualifications support, and clear progression pathways within the Wealth Management industry.
• Collaborative Culture: Work closely with a dedicated team in an inclusive, supportive environment where your contributions are valued.
• Work-Life Balance: We understand the importance of flexibility, offering hybrid working arrangements to ensure a positive work-life balance.

Salary:

• Competitive salary of £25,000 - £32,000 depending on experience.

Your Role:

As an IFA Administrator, you will be the backbone of our advisory team, ensuring a smooth client journey from initial contact through to recommendation and ongoing review. Your role will include:

• Managing appointments and correspondence on behalf of advisors.
• Liaising with product providers and managing the administrative side of new business processing.
• Updating client records and ensuring compliance with FCA regulations.
• Liaising with Customers

What We're Looking For:

• Experience in a similar role within Wealth Management or Financial Planning.
• Strong understanding of FCA guidelines and compliance requirements.
• Excellent organisational skills with a keen eye for detail.
• Proficiency in using platforms such as Intelligent Office or similar CRM systems.
• A proactive, client-first attitude, with a desire to support the success of both the advisors and the firm.

If you're looking to make your mark within a progressive wealth management firm, we'd love to hear from you!

Apply now to be part of a business that values integrity, expertise, and collaboration, while helping clients achieve their financial goals.