Financial Planning Administrator - Stoke-on-Trent, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Stoke-on-Trent, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Are you ready to embark on an exciting journey with a thriving National Wealth Management firm? Here's your chance to be a part of a growing company as a Financial Planning Administrator that offers exceptional financial advice to a mix of HNW individuals and families across the West Midlands.

With a warm and supportive approach that leads to an outstanding client retention rate, this leading IFA firm is looking for an enthusiastic and diligent Administrator to join their dynamic team in Newcastle Under Lyme.

The salary range for an IFA Administrator within the team is £27,000 - £30,000


As a Fiancial Planning Administrator, you will play a crucial role in delivering seamless back office support to our team of experienced advisers.


Your main responsibilities will include:

  • Providing efficient and consistent administration services to our valued clients.
  • Maintaining high standards of accuracy and work quality at all times.
  • Processing various Pension schemes, including transfers, surrenders, retirements, annuities, and investment business, while ensuring effective client communication throughout these processes (SIPP experience is essential).
  • Building positive relationships with clients and internal departments through effective communication and collaboration.
  • Identifying and resolving daytoday work issues that may arise, while also recognising and addressing more complex matters in partnership with compliance.
  • Liaising with clients and thirdparty companies to ensure smooth interactions and transactions.
  • Providing technical expertise and support for adhoc client requests.
  • Maintaining a vigilant approach to identifying instances of fraud and money laundering, adhering to reporting procedures.
  • A demonstrated track record in administration roles, preferably within financial services.
  • Proficiency in Pension scheme processing, including SIPP experience.
  • Strong attention to detail and accuracy in work.
  • Effective communication skills and the ability to build relationships with clients and colleagues.
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