Client Support

Ortus PSR Ltd.; Brighton; On-site; GBP 32,000 - 38,000; Full time

Job summary

A leading wealth management firm seeks an experienced IFA Administrator to join its client-focused team. This role offers a competitive salary, benefits, and career growth opportunities in Paraplanning or Financial Advice, making it perfect for individuals looking to advance their expertise.

Benefits

25 days annual leave + bank holidays

Full funding for CII or LIBF qualifications

Private medical insurance

Company pension scheme

Team social events

Qualifications

• Experience in IFA or Wealth Management environment is essential.
• Strong understanding of financial products including pensions and ISAs.
• High level of accuracy and attention to detail.

Responsibilities

• Supporting Financial Planners in preparation of client meeting packs.
• Submitting and tracking new business applications.
• Maintaining accurate client records via back-office system.

Skills

Attention to detail

Communication skills

Financial product understanding

Education

CII or LIBF qualifications (in progress preferred)

Tools

Intelligent Office

Xplan

Job description

Be the Backbone of a Leading Wealth Management Practice – IFA Administrator Opportunity

A highly regarded and growing wealth management firm is seeking an experienced IFA Administrator to join their supportive and client-focused team. This is a fantastic opportunity for someone with a background in financial planning administration who is looking to deepen their expertise, enjoy a well-rounded benefits package, and grow their career in either Paraplanning or Financial Advice.

Salary: Up to £38,000 depending on experience

Why Join This Firm?

The successful candidate will become an integral part of a collaborative, professional environment where client service comes first and career development is genuinely supported. The firm prides itself on nurturing its people and offers a clear progression pathway tailored to individual goals — whether that’s becoming a qualified paraplanner or transitioning into a client-facing advice role.

Benefits:

• Holidays: 25 days annual leave + bank holidays, plus a Christmas shutdown
• Study Support: Full funding and support for CII or LIBF qualifications

Additional Benefits:

• Private medical insurance
• Death in service benefit
• Company pension scheme
• Regular team social events
• Clear progression routes into Paraplanning or Financial Advice

Key Responsibilities:

• Supporting Financial Planners in the preparation of client meeting packs, valuations, and documentation
• Submitting and tracking new business applications across pensions, investments, and protection products
• Maintaining accurate and up-to-date client records via the firm’s back-office system
• Communicating with product providers and clients to gather information and resolve queries
• Ensuring compliance with FCA regulations and internal policies
• Assisting in the production of reports and documentation required for annual reviews or suitability reports

Candidate Requirements:

• Previous experience in an IFA or Wealth Management environment is essential
• Strong understanding of financial products including pensions, ISAs, investment bonds, and protection
• High level of accuracy and attention to detail
• Excellent communication skills, both written and verbal
• Experience using CRM/back-office systems such as Intelligent Office, Xplan, or similar (preferred)
• Progress toward CII or LIBF qualifications is desirable but not essential

Looking for Long-Term Career Growth?

This is an ideal role for someone who wants to build a long-term career in financial planning. Whether the goal is to become a Paraplanner or transition into a Financial Adviser role, full support and mentorship are offered along the way.

Interested applicants are encouraged to apply now and take the next step in a rewarding, client-centric career.