Ifa Administrator - Southport, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Southport, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
We are an award-winning Chartered independent financial planning practice in Southport.


We pride ourselves on providing excellent client service through long term financial planning and our people are key to our continued success.


Role Function


This is an opportunity to be part of our technical administration team where you will have exposure to all sides of the business.

You will have client contact with an allocated client book, supporting the advisers and technical team.


The Development Opportunities
We offer a clear and structured career pathway for this position. Whether you have ambitions of Paraplanning or Advising, either are achievable with us.
-
3 months
  • Training and development program onsite and with our external training partners

-
9 months
  • To have been allocated full client book to which you provide support with technical team and advisers

-
1 year
  • To have completed a Level 3 certificate

-
2 years
  • To have achieved the Level 4 Diploma and working towards promotion

-
3 years
  • Internal promotion within business where you will be working full time

Benefits

  • Salary up to £32,000
  • Hybrid & Flexible Working
  • 25 days annual leave (increasing with service to 28 days) plus bank holidays
  • Onsite parking
  • 5% employer pension contribution
  • Annual discretionary bonus
  • Annual salary uplift in line with development plan
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