Ifa Administrator - Brighton and Hove, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Brighton and Hove, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description
The opportunity for a brilliant Financial Planning Administrator to join an excellent Financial Advisory company comprised of dedicated advisers, accredited accountants, specialist tax experts and a fantastic support team in the Brighton area


You will have previous experience in a Financial Planning company and work alongside their Team Leader and Paraplanners to ensure the appropriate end to end management of the client lifecycle.


Responsibilities:


  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Liaise with providers and third parties, to obtain any information that may be needed

Skills:


  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
  • Experience with Intelligent Office (IO) desirable
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