Ifa 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
As a Pension & Investment Administration Administrator, you will play a key role in overseeing day-to-day client administration. Your responsibilities include efficiently handling pension schemes, maintaining high standards of work, and resolving complex issues. You'll collaborate with clients, internal departments, and third-party companies, ensuring accurate record-keeping and timely responses to queries.

The salary range for this role as an IFA Administrator is £28,000 - £30,000


Key responsibilities in the role:

  • Process Pension schemes, including transfers, surrenders, retirements, annuities, and investment business, with a focus on SIPP experience.
  • Develop positive communication and working relationships with clients and internal departments.

What You'll Gain:

  • Exposure to diverse financial services tasks and challenges.
  • Opportunities for professional development, including relevant training and seminars.
  • A positive and collaborative working environment.
  • Competitive compensation and benefits.
  • Contribution to corporate development and prosperity.

Requirements:


  • Willingness to learn and undertake necessary study.
  • Ability to manage workload independently and within a small team.
  • Prior experience in the Financial Services Industry.
  • Strong communication and organizational skills.
  • Familiarity with pension administration and regulatory obligations.
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