Ifa Administrator - Oxford, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Oxford, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you looking to build a career within financial planning?

We are a small IFA practice based just outside of Banbury, that deal with the holistic financial planning needs of UHNW clients with investible assets of £750,000 +.

Due to our continued success we are looking for an Administrator to work alongside our long-term Senior Administrator in supporting our legacy clients.

In addition to exam support and a comprehensive training plan, delivered on-site and through our trusted partners, we also offer the following:

Salary up to £30,000 DOE
Non contributary pension scheme
20 days annual leave plus Christmas New Year office closure and bank holidays
NHS Cash plan which can be used for Opticians, Messages, Chiropractor etc £150
Full training and study, pay for 2 attempts at any exam.

- £250 bonus for every exam pass

Full paid Christmas party (often abroad have done German Christmas Markeys previously)
Remote Working on Mondays and Fridays (*unless there is a prearranged client meeting onsite)