IFA Administrator - Ortus PSR : Job Details

IFA Administrator – Hybrid Working – Established Wealth Management Firm

Hybrid Working: 3 Days in Office / 2 Days from Home

A highly regarded Wealth Management firm based in [Location] is seeking an experienced IFA Administrator to join its growing team. This is an excellent opportunity for a professional with a background in Financial Planning administration to become an integral part of a supportive and forward-thinking business.

Salary £28,000 - £35,000

The successful candidate will provide high-quality administrative support to Financial Advisers and Paraplanners, ensuring clients receive exceptional service across all aspects of their financial planning journey.

Key Benefits of the Role:

• Join an established and ambitious Wealth Management firm with an excellent industry reputation
• Hybrid working pattern – 3 days based in the office and 2 days working from home
• Full funding and support for industry qualifications, including the CII Level 4 Diploma
• Genuine opportunities for career progression into Paraplanning, or Financial Advice
• Funded qualifications and study support
• Generous holiday allowance (with increases based on length of service) shut down for Christmas
• Hybrid working (3 days in-office / 2 days from home)
• Regular social events and a positive, inclusive team culture

Responsibilities:

• The IFA Administrator will play a key role in supporting the delivery of comprehensive financial advice by:
• Processing new business applications for pensions, investments, and protection products
• Preparing and managing client documentation, reports, and annual review packs
• Maintaining accurate client records through CRM systems (such as Intelligent Office)
• Liaising with clients and product providers to ensure smooth and timely processing of cases
• Supporting compliance processes to meet FCA regulations and internal standards

Candidate Requirements:

• Previous experience as an IFA Administrator or within Financial Services administration (essential)
• Knowledge of pensions, investments, and financial planning processes
• Strong attention to detail and accuracy
• Excellent communication skills, both written and verbal
• Highly organised with the ability to manage workloads and meet deadlines

About the Company:

This established Wealth Management firm is known for its commitment to delivering personalised financial advice and outstanding client service. With a people-first approach, the business offers a supportive working environment and is dedicated to the professional development and wellbeing of its team.