Ifa Administrator - Birmingham, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Birmingham, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

We are working alongside a national, forward-thinking Wealth Management firm with a fantastic local reputation, that pride themselves on their personable approach to Financial Planning.


Due to continued success and the organic growth of the business they are looking for an Administrator with prior Financial Services experience to join their team on a hybrid/semi-remote basis.

You will provide support and administration to the corporatefacing aspect of the business.

They offer exceptional career progression tailored to your aspirations, something that can be discussed regularly with your peers.

No matter what route you want to take in Financial Planning they are open and willing to help you succeed in your chosen careerpath.


Main duties:


  • Creating new client packs, preparing and processing authority letters, and organisation of relevant documents.
  • Performing relevant anti money launderingandcompliance checks.
  • Handling the submission of new business.

To be considered for this role, ideally you will hold:

  • Minimum 1 years' experience within the Financial Services industry.
  • Strong communication skills and telephone manner.
  • An established understanding of the Financial Planning process.
The salary on offer for this position is up to £26,000 dependent on experience + bonus.
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