Wealth Management Administrator

2 days ago


Milton Keynes, Milton Keynes, United Kingdom Ortus Psr Full time
Company Overview:
We are Ortus Psr, a leading regional wealth management firm dedicated to delivering exceptional financial advice and building lasting client relationships. Our team is comprised of expert Independent Financial Advisors who provide bespoke services to high-net-worth clients.

Salary:
A competitive salary of £25,000 - £32,000 per annum depending on experience will be offered to the successful candidate. This attractive remuneration package reflects our commitment to rewarding talented individuals who share our passion for financial services.

Job Description:
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. As an IFA Administrator, you will play a vital role in ensuring the smooth operation of our Wealth Management business by providing administrative support, maintaining accurate records, and handling customer inquiries with professionalism and courtesy.

Required Skills and Qualifications:
To succeed in this role, you will require experience in a similar position within Wealth Management or Financial Planning, as well as proficiency in using platforms such as Intelligent Office or similar CRM systems. You should possess excellent communication skills, both written and verbal, and be able to work effectively in a fast-paced environment.

Benefits:
We offer a range of benefits designed to support your personal and professional development, including ongoing training and qualifications support, clear progression pathways within the Wealth Management industry, and hybrid working arrangements to ensure a positive work-life balance.

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