Ortus PSR Ltd in Bradford-on-Avon is seeking an IFA administrator to support advisers and paraplanners with day-to-day administrative duties. You will process new business across pensions, investments and protection, prepare client valuations and meeting packs, keep client records up to date, and help ensure FCA compliance.
A strong background in IFA administration and good IT skills will help you thrive in our client-focused, supportive firm.
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IFA Administrator - Wealth Management Backoffice Specialist in Bradford-on-Avon 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.
