Financial Services Administrator

13 hours ago


Henley on Thames, Oxfordshire, United Kingdom Ortus Psr Full time
Ortus Psr is seeking an experienced Financial Services Administrator to join its team. As a key member of the wealth management department, you will provide essential support to our financial advisers, ensuring smooth processing of financial transactions and maintaining accurate client records. With a competitive salary of £25,000 - £30,000, this role offers excellent benefits and opportunities for career growth within the firm.

The ideal candidate will have experience in a similar IFA administration role, preferably within a wealth management or financial planning environment. Strong knowledge of financial products, including pensions, investments, and protection, is also essential. Proficiency in financial planning software and a good understanding of FCA regulations are required.

This is a great opportunity for someone looking to elevate their career in a detail-oriented role that supports financial advisors in delivering exceptional client service.

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