IFA Support Professional
7 days ago
About Ortus Psr
As a respected leader in regional wealth management, Ortus Psr is dedicated to helping high-net-worth clients achieve their financial objectives through expert guidance and personalized service.
Role Summary
We are seeking an experienced IFA Administrator to join our team, supporting our Independent Financial Advisors in delivering premium client service. Key duties include:
- Developing and maintaining strong relationships with clients and internal stakeholders;
- Ensuring seamless communication and timely resolution of client queries;
- Contribution to business strategy development, focusing on client engagement and retention.
Requirements
To excel in this role, you will need:
- Similar experience in wealth management or financial planning;
- Proficiency in CRM systems and other relevant software;
- Superb communication and interpersonal skills;
- A keen eye for detail and ability to maintain accurate records;
- A results-driven approach in a fast-paced environment.
Salary and Benefits
We offer a salary of £30,000 per annum, commensurate with your experience, plus ongoing training and qualifications support, flexible working arrangements, and a dynamic team environment that fosters growth and well-being.
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