Client Services Coordinator

3 weeks ago


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

Elevate Your Career with Ortus Psr's Administrative Opportunities

About Our Values

At Ortus Psr, we value our employees and strive to create a supportive and friendly work environment. We believe in investing in our people and offering ongoing professional development opportunities.

Your Job Overview

As an IFA Administrator, you'll be integral to the client service process, providing essential support to our financial advisers. You'll manage client records, maintain accurate data, and handle related documentation, as well as liaise with product providers to obtain information and ensure smooth processing of financial transactions.

Key Skills and Qualifications:
  • Experience in IFA administration, ideally within a wealth management or financial planning environment
  • Strong knowledge of financial products, including pensions, investments, and protection
  • Proficiency in financial planning software and understanding of FCA regulations

Estimated Annual Salary: £26,500 - £31,000

We offer a competitive salary, benefits package, and opportunities for career growth and development.



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