Ortus PSR is seeking an IFA Administration Team Leader in Bradford-on-Avon, Wiltshire. This full-time role offers a salary up to £45,000 plus benefits, and involves leading a 6-person admin team, refining workflows, and supporting IFA advisers to deliver high-quality financial planning for sophisticated clients.
You will work closely with advisers, prioritise effectively, and ensure the back office runs smoothly while growing the team and processes in a small independent practice.
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IFA Admin Team Lead - Growth & Autonomy 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.
