IFA Administrative Specialist

3 weeks ago


Henley on Thames, Oxfordshire, United Kingdom Ortus Psr Full time

Are you looking for a challenging and rewarding career opportunity in a dynamic wealth management firm? We are seeking an IFA Administrator to join our team and contribute to our mission of delivering exceptional client service.

In this role, you will be responsible for managing client records, maintaining accurate data on our CRM system, and handling all related documentation. You will also collaborate with our financial advisers to provide seamless support to our clients.

This role offers a competitive salary of £29,000 per annum, as well as an excellent benefits package that includes pension contributions and health insurance options.

We believe in investing in our people and offer ongoing professional development opportunities. If you are a motivated and organized individual with a passion for delivering excellent client service, we encourage you to apply for this exciting opportunity.



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