At a Glance
- Tasks: Lead a dynamic team to enhance workflows and support financial advisers.
- Company: Join Ortus PSR Ltd., a growing wealth management practice in Bradford-on-Avon.
- Benefits: Enjoy flexible hours, career growth, and a supportive work environment.
- Other info: Opportunity to develop your career in a thriving industry.
- Why this job: Make a real difference in high-net-worth client financial planning.
- Qualifications: Experience in administration and leadership skills are essential.
The predicted salary is between 29700 - 36300 £ per year.
Ortus PSR Ltd. in Bradford-on-Avon is seeking an IFA Administration Team Leader to manage a 6-person support team and evolve workflows for a growing wealth management practice. The role supports IFA advisers to deliver complex financial planning for HNW and UHNW clients, while maintaining high service standards.
The successful candidate will lead, coach, and develop the team, manage demand, and partner with advisers to ensure smooth back-office operations and client outcomes.
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Wealth Admin Team Lead - Flexible Hours & Growth in Bradford-on-Avon employer: Ortus PSR Ltd.
Ortus PSR Ltd. is an exceptional employer that prioritises employee growth and development, offering a clear pathway to leadership roles such as lead adviser or Head of Office. With a supportive work culture and the flexibility of hybrid working in the vibrant city of Bristol, employees are empowered to build meaningful client relationships while contributing to the office's dynamic growth and culture.
