Senior Financial Services Coordinator

3 days ago


Milton Keynes, Milton Keynes, United Kingdom Ortus Psr Full time

Ortus Psr: A Leading Regional Wealth Management Firm

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We are seeking an experienced IFA Administrator to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients.

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Key Responsibilities:

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  • Providing administrative support to a team of financial advisors">
  • Liaising with customers and colleagues to deliver excellent service">
  • Assisting with the management of client relationships and communication">
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Requirements:

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  • Experience in a similar role within wealth management or financial planning">
  • Proficiency in using platforms such as Intelligent Office or similar CRM systems">
  • Able to work in a fast-paced environment and prioritize tasks effectively">
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Benefits:

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  • Competitive salary of £25,000 - £32,000 depending on experience">
  • Opportunities for career development and progression">
  • Holiday entitlement and pension scheme">
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About Ortus Psr:

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We value integrity, expertise, and collaboration, and we're committed to helping our clients achieve their financial goals. If you're passionate about financial services and want to be part of a dynamic team, please apply now.



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