Ortus PSR, Exeter office, is seeking an IFA Administrator to join a small supportive team. You'll back Financial Advisers across client journeys, from meetings prep to annual reviews and pension/investment administration.
The role offers hybrid working (three days per week in the Exeter office) with a salary up to £32,000, depending on experience. The successful candidate will be organised, accurate and capable of managing multiple priorities while delivering high-quality client service.
#J-18808-Ljbffr
IFA Administrator - Hybrid Exeter | Financial Planning Support 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.
