Ifa Administrator - City of London, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

City of London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A excellent Chartered IFA practice, based in Central London are hiring for an IFA Administrator to join their team.

Role Function:

Working directly alongside one of the Senior Partners and their two Paraplanners, delivering to the higher standard the technical and data led aspects of the client journey and to deliver all periodic MI reports to team/accountable party for team discussions.

Efficiency able to produce significant output with mínimal wasted effort
Honesty and integrity and does not cut corners ethically
Earns trust and maintains confidence
Does what is right, not just what is politically expedient
Speaks plainly and truthfully.

What's in it for me?
Salary £35,000 DOE

Annual Bonus

Hybrid working model (Required 3 days on site per week, during initial 3 months)

Flexible working (As long as the work is completed, we don't mind how you plan your day)

Ongoing learning and development

Several career pathways available