Senior Ifa Administrator - Bromsgrove, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Bromsgrove, United Kingdom

1 month 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 us? We are seeking talented individuals who have a thirst for knowledge and a passion for growth.

Join our clients IFA administration team in their Bromsgrove office, where hybrid working options are available. This is a full-time, permanent position, offering a competitive salary and an array of fantastic benefits.

As a Senior IFA Administrator, you will play a pivotal role in providing timely and efficient administrative support to senior IFA's


Key Responsibilities:
Provide comprehensive technical and administrative support to a team of senior IFAs.

Mentor an Administrator, assisting with workload management and addressing adviser requests.

Serve as an effective liaison between clients and advisers, keeping both parties informed of any submitted requests.

Maintain accurate and up-to-date client data within administration systems.

Manage diary systems, ensuring adherence to agreed service level agreements (SLAs).

Arrange client meetings and oversee the IFA's diary.

Conduct 1:1 meetings with IFAs as needed.

Handle post-processing in compliance with SLAs.

Fulfill any reasonable requests from Directors/Managers of the business.


To be considered:
Experience in a Financial Services IFA support role, with a particular interest in Pensions and Investments.

Familiarity with key financial services platforms, especially WRAP platforms.
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