Ortus Psr in Exeter offers an IFA Administrator role with hybrid working, salary up to £32,000. You will support Financial Advisers, prepare meetings, process new business, and handle pension/investment administration.
The role requires at least one year's experience in IFA/financial services, familiarity with provider platforms, and strong admin and IT skills. You will liaise with clients/advisers and maintain compliant records.
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IFA Administrator - Hybrid Exeter | Up to £32k employer: Ortus PSR
This well-established national Financial Planning firm offers an exceptional opportunity for a Financial Planner in Sevenoaks, where you'll inherit a £100 million client book and enjoy a competitive salary with significant earning potential. The company fosters a supportive work culture that prioritises personal relationships with clients, ensuring continuity of care while providing robust professional development and resources to help you thrive in your role. With a hybrid working model and a commitment to understanding each client's unique story, this firm stands out as an excellent employer for those seeking meaningful and rewarding employment.
