Ifa Administrator - Southport, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Southport, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

An award-winning Chartered independent financial planning practice in Southport, who prides themselves on providing excellent client service through long term financial planning, are looking to hire an experienced Administrator to support the Financial Advisers and Paraplanners.

They are currently seeking a Technical Administrator to join their team.

This is an exciting opportunity to be part of their technical administration team, where you will have exposure to all sides of the business, providing support to the advisers and technical team, as well as having client contact with an allocated client book.


In terms of benefits, they offer a competitive salary of up to £30,000, hybrid and flexible working, 25 days annual leave (increasing with service to 28 days) plus bank holidays, onsite parking, a 5% employer pension contribution, annual discretionary bonus, and an annual salary uplift in line with your development plan.


They offer a clear and structured career pathway for this position, with training and development programs on-site and with their external training partners.

Whether you have ambitions of Paraplanning or Advising, either are achievable with them.

You must have experience working in an administrative capacity, in a financial planning firm that helps high net worth UK resident private clients, by delivering financial planning and investment management services
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