Senior Ifa Administrator - Tunbridge Wells, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Tunbridge Wells, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you a Senior IFA Administrator with ambitions of becoming an Office or Operations Manager?

A small financial planning practice who havethe privilege of supporting C-Suite Executives from some of the World's biggest brands (average client has c£15M of investable assets,) are bringing their currently outsourced back-office in-house.

Role function

Initially, this role will provide administrative, and some Paraplanning support to the 2 advisers in the business across Pensions, Investment, IHT, Estate Planning and Mortgage cases.

Benefits
Salary £30,000 - £35,000

Flexible Benefits

Fully Remote Working (within commutable distance on occasion)

Free On-Site Parking