Financial Planning Administrator

Ortus PSR Ltd.; Milton Keynes; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading regional Wealth Management Firm is seeking an experienced IFA Administrator to support its expert Independent Financial Advisors. This role involves managing client appointments, ensuring compliance with FCA regulations, and delivering top-tier service to high-net-worth clients. The ideal candidate will have a strong background in Wealth Management, excellent organisational skills, and a proactive client-first attitude. Competitive salary offered between £25,000 and £35,000, with hybrid working arrangements.

Benefits

Career development opportunities

Ongoing training and qualifications support

Collaborative culture

Flexible working arrangements

Qualifications

• Experience in a similar role within Wealth Management or Financial Planning.
• Strong understanding of FCA guidelines and compliance requirements.
• Excellent organisational skills with a keen eye for detail.
• Proficiency in using platforms such as Intelligent Office or similar CRM systems.
• Proactive, client-first attitude.

Responsibilities

• Managing appointments and correspondence on behalf of advisors.
• Liaising with product providers and managing new business processing.
• Updating client records and ensuring compliance with FCA regulations.
• Liaising with Customers.

Skills

Experience in a similar role

Understanding of FCA guidelines

Excellent organisational skills

Proficiency in CRM systems

Client-first attitude

Tools

Intelligent Office or similar CRM systems

Job description

IFA Administrator – Join a Leading regional Wealth Management Firm and Elevate Your Career

Are you a detail-oriented professional with a passion for financial services? Ready to be a key player in a fast-growing, client-focused Wealth Management firm? We’re looking for an experienced IFA Administrator to join our dynamic team and support our expert Independent Financial Advisors in delivering top-tier service to high-net-worth clients.

Why Join Us?

• Reputation for Excellence: Join a firm renowned for providing bespoke financial advice and building lasting client relationships.
• Career Development: We invest in your growth, offering ongoing training, qualifications support, and clear progression pathways within the Wealth Management industry.
• Collaborative Culture: Work closely with a dedicated team in an inclusive, supportive environment where your contributions are valued.
• Work-Life Balance: We understand the importance of flexibility, offering hybrid working arrangements to ensure a positive work-life balance.

Salary:

• Competitive salary of £25,000 - £35,000 depending on experience.

Your Role:

As an IFA Administrator, you will be the backbone of our advisory team, ensuring a smooth client journey from initial contact through to recommendation and ongoing review. Your role will include:

• Managing appointments and correspondence on behalf of advisors.
• Liaising with product providers and managing the administrative side of new business processing.
• Updating client records and ensuring compliance with FCA regulations.
• Liaising with Customers

What We're Looking For:

• Experience in a similar role within Wealth Management or Financial Planning.
• Strong understanding of FCA guidelines and compliance requirements.
• Excellent organisational skills with a keen eye for detail.
• Proficiency in using platforms such as Intelligent Office or similar CRM systems.
• A proactive, client-first attitude, with a desire to support the success of both the advisors and the firm.

If you’re looking to make your mark within a progressive wealth management firm, we’d love to hear from you!

Apply now to be part of a business that values integrity, expertise, and collaboration, while helping clients achieve their financial goals.