Ifa Administrator - Nottingham, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Nottingham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

This firm has a strong ethos of growth, kindness and collaboration.

That's why this practice is recognised as one of the
top financial planning companies to work for, they have
Chartered Financial Planner status and are regularly judged to be a
Top 100 Financial Planning company.

About you

Administration experience in a financial planning company for at least two years.
Experience in processing authority letters and gathering data about a client's investments, pensions and life assurance policies.
Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
Financial administration qualifications would be advantageous.
Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

Responsibilities

Processing authority letters, and gathering financial data for new clients and annual reviews.
Processing financial transactions on platforms.
Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
Providing administrative support to the financial planners and paraplanners as required.
Supporting clients with administrative queries and communication as required.

What we offer

The opportunity to work in a positive team, where you can grow and make your mark.
A supportive environment for continual learning. All qualification and training costs are met.
This is a full time role with hybrid working and flexible hours.
Attractive benefits package: Pension, life insurance, online GP, mobile phone, generous holidays.