Ortus PSR in Bristol is seeking an experienced IFA Administrator to join a small, supportive team. You will assist Financial Advisers across the client journey, from meeting prep to annual reviews, while delivering a professional service to clients.
The role offers hybrid working (three days in the Bristol office) and a salary up to £32,000, depending on experience. Strong provider platforms knowledge and attention to detail are highly valued.
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IFA Admin Specialist | Hybrid Bristol Role 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.
