Ortus PSR in Meriden is seeking an experienced IFA Administrator to support a Financial Adviser and Paraplanner in a West Midlands office. The role is permanent with hybrid working and a 26,000–34,000 GBP salary plus benefits.
The successful candidate will contribute to a client-centric service, ensuring accuracy, timely applications, and compliant processing across the full financial planning spectrum.
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Wealth Management Admin & Client Liaison (Hybrid) in Meriden 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.
