IFA Administrator

Ortus PSR

Weston-super-Mare

Are you looking to take the next step in your career with a well-respected financial services firm in the South West of England?

Our client, a leading financial services organization, is committed to helping their clients achieve their financial goals. With a strong emphasis on innovation and client satisfaction, they have fostered a culture that prioritizes the needs of their clients above all else.

Currently, we are searching for a talented Financial Planning Administrator to join their team based in Weston-super-Mare.

Key Responsibilities

As a Financial Planning Administrator, you will play a pivotal role in the success of our client's organization. Your main responsibilities will include managing client relationships, handling administrative tasks, and liaising with product providers. Your attention to detail and expertise will be instrumental in providing exceptional service to clients.

Key Duties
• Establish and maintain strong client relationships.
• Maintain accurate... More Detail

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