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Brighton, Sussex
Ortus Psr
Join a Dynamic IFA: IFA Administrator Opportunity!
Are you ready to make your mark in an exciting administrative role? Look no further! We’re seeking a proactive Administrator to join our client’s dynamic IFA firm. As a vital part of our team, you’ll manage the client lifecycle using our cutting-edge Intelligent Office system.
Why Choose Us?
- Supportive Environment: Join a forward-thinking team that values your growth.
- Competitive Salary: Earn £25,000 – £32,000 as an IFA Administrator.
- Client-Centric: Be the bridge between our clients and financial success.
Your Role: As an Administrator, you’ll be at the heart of our operations:
- Client Interaction: Be the primary contact via phone, email, and letters.
- Precision Matters: Maintain accurate client records in Intelligent Office.
- Smooth Operations: Coordinate with providers for seamless investment management.
- Compliance Champion: Keep our processes on track by organizing client communications.
Ideal Candidate:
- Experience: Familiarity with Investment and Pensions administration.
- Growth Mindset: Eager to develop within the financial services industry.
- Detail-Oriented: Accuracy is key
- Efficient Organizer: Juggle tasks and prioritize client needs effectively.
Ready to embark on a rewarding career journey? Apply now and be part of our success story!
