IFA Administration Lead Hybrid – Flexible Hours

Ortus PSR; East Midlands; Hybrid; GBP 32,000 - 39,000; Full time

Benefits offered by this job

Pension scheme

Death in service (3x salary)

Holidays 33 days

Hybrid working

Job summary

Ortus PSR in Derby is seeking an experienced Financial Planning Administrator to join a Chartered Independent Financial Adviser practice. The role offers £35,000 FTE plus benefits, with a clear path toward a senior or management position as the team grows.

You'll own complex cases end-to-end, working closely with IFAs, paraplanner and the admin team. Expect scope to influence processes and service quality while developing toward progression.

Qualifications

• Experience within an IFA, wealth management or financial planning environment.
• Confident handling complex financial planning and new business cases.
• Excellent attention to detail and strong organisational skills.
• Proactive with the judgement to take ownership of complex work.

Responsibilities

• Manage complex financial planning administration from instruction to completion.
• Process new business applications across pensions, investments and life assurance.
• Liaise confidently with providers, platforms, clients and advisers to resolve queries.
• Maintain accurate records and workflows on Intelliflo.
• Coordinate annual client reviews from preparation through to completion.
• Provide paraplanning and commission reconciliation cover when required.

Skills

IFA experience

Wealth management

Attention to detail

Organisation

Communication skills

Proactivity

Tools

Intelliflo

Job description

Ortus PSR in Derby is seeking an experienced Financial Planning Administrator to join a Chartered Independent Financial Adviser practice. The role offers £35,000 FTE plus benefits, with a clear path toward a senior or management position as the team grows.

You'll own complex cases end-to-end, working closely with IFAs, paraplanner and the admin team. Expect scope to influence processes and service quality while developing toward progression.