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IFA Administrator

2 months ago


Liverpool, United Kingdom Ortus PSR Full time

IFA Administrator – Join a growing, Independent Financial Planning Firm

Are you passionate about supporting financial professionals while making a real difference in people’s lives? Our clients Financial Planning team are fiercely independent, Chartered based in Liverpool, and they are looking for a dedicated IFA Administrator to join their mission of delivering peace of mind to clients through honest and simple financial advice.

Why You’ll Love It Here:

  • Innovative Approach: We use cutting-edge technology, including live ‘What if?’ scenario modelling, ensuring our clients receive the best possible solutions tailored to their needs.
  • Core Values: We value hard graft, empathy, and expertise. We treat our clients like family, ensuring that we always listen first and provide honest advice.
  • Supportive Team: Work alongside a close-knit team of Chartered Financial Planners, with opportunities for growth and career development in a collaborative environment.

What’s In It For You:

  • Salary: Competitive, up to £35,000 depending on experience.
  • Benefits: Private healthcare, pension scheme, generous holiday entitlement, and support for financial qualifications.
  • Location: Liverpool-based, with flexible and remote working options.