Financial Planning Administrator - Chorley, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Chorley, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

About us
We are professional, agile and professional.


Our work environment includes:

  • Modern office setting
  • Food provided
  • Modern office setting


A leading IFA firm in the financial services industry is looking to hire an Administrator, the team are committed to providing exceptional service and expertise to clients.

With a focus on integrity and innovation, they strive to deliver tailored solutions that meet each clients' unique needs and goals.

The salary for an IFA Administrator is up to £30,000


We are currently seeking a skilled and experienced Financial Services Administrator to join our clients dynamic team of Independent Financial Advisors (IFA).

In this role, you will play a crucial part in supporting the IFA division by providing efficient and effective administrative assistance.

Your responsibilities will include organising client information, preparing clear and concise documentation, staying updated on industry trends, and generating reports and presentations for various stakeholders.


Key Responsibilities:

  • Collaborate with the IFA team to ensure seamless administrative support.
  • Maintain accurate and organised client records and documentation.
  • Stay informed about industry and market trends to provide valuable insights.
  • Prepare reports, spreadsheets, and presentations for internal and external use.
  • Assist with adhoc administrative tasks as needed.

Qualifications and Experience:

  • Previous experience in a similar role within the IFA or financial services sector.
  • Exceptional written and verbal communication skills.
  • Strong attention to detail and ability to prioritize tasks effectively.
  • Ability to work independently as well as part of a team in a fastpaced environment.

Benefits:


  • Workplace Pension
  • Death in Service
  • 28 days annual leave plus Bank Holidays
  • Remote working option 1 day per week
  • Career progression opportunities, supported learning, and development initiatives

Salary:
£25,000.00-£28,000.00 per year


Benefits:


  • Company pension
  • Free parking

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Yearly bonus

Work Location:
Hybrid remote in Chorley
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