A financial advisory firm in the UK seeks an experienced Financial Administrator to provide exceptional service to clients and support the advisory team. Responsibilities include client liaison, processing new business, and maintaining records. The ideal candidate has prior experience in a Financial Planning firm and strong organisational skills. Benefits include a salary of £23,000 - £28,000 with holiday entitlements and additional perks. #J-18808-Ljbffr
IFA Administrator — Client Services & Admin Expert employer: Ortus Psr
Join a dynamic wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on what you do best – advising clients. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.
