IFA Administrator: IO Expertise for Client Service

2 weeks ago


Thatcham, United Kingdom Ortus PSR Full time

A forward-thinking financial services firm based in Thatcham is seeking a skilled IFA Administrator. In this role, you will streamline IFA administration processes and collaborate with top-tier advisers and directors to ensure exceptional service for clients. You will manage compliance, maintain accurate records, and utilize cutting-edge tools to create exemplary financial documentation. The ideal candidate will have proven experience and a passion for client success, offering a salary of up to £40,000.
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