Ortus PSR Ltd in Leicester is seeking an IFA Administrator – Wealth Management. Hybrid role with a salary of £28,000–£33,000 plus discretionary bonus, and free on-site parking after training. You will own your own high‑net‑worth client portfolio and support Financial Planners and Investment Managers.
Prepare meeting packs, process transfers and invoicing, and maintain accurate client records across Intelliflo and other systems while liaising with professionals.
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Own-Portfolio IFA Administrator - Hybrid & Progression in Blaby employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
