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IFA ADMINISTRATOR

As an Administrative Assistant, you will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our office. Your responsibilities will include: Preparing Documentation for Adviser Meetings Ma...

CompanyOrtus Psr
AddressManchester, Greater Manchester
CategoryAdministrative
Salary£23,000 - £28,000 Annual
Job typePermanent
Date Posted 3 weeks ago See detail

IFA Administrator

Ortus Psr

Manchester, Greater Manchester

£23,000 - £28,000 Annual

As an Administrative Assistant, you will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our office. Your responsibilities will include: Preparing Documentation for Adviser Meetings Ma...

3 weeks ago seen See more...

Managing Director of London Division

Ortus Psr

North Yorkshire, England

Develop and execute a strategic plan for the London division, with a focus on HNW and UHNW clients. Lead, mentor, and manage a team of Advisers to ensure top-notch service and client satisfaction. Maintain a personal book of clien...

3 weeks ago seen See more...

Financial Services Administrator

Ortus Psr

Suffolk, England

£25,000 - £30,000 Annual

Execute administrative duties to the highest standard, adhering to firm procedures, service standards, and regulatory guidelines. Input accurate and current information into internal/external software platforms and provider websit...

4 weeks ago seen See more...

Administrator - Maternity Cover

Ortus Psr

Lincolnshire, England

Maintain an effective diary system for client review meetings. Prepare meeting packs for Advisers and ensure all relevant documents are included. Record client meeting notes and update systems accordingly. Act as a point of contac...

4 weeks ago seen See more...

Financial Services Administrator

Ortus Psr

Suffolk, England

Execute administrative duties to the highest standard, adhering to firm procedures, service standards, and regulatory guidelines. Input accurate and current information into internal/external software platforms and provider websit...

4 weeks ago seen See more...

Trainee Paraplanner

Ortus Psr

Norfolk, England

Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews. Provide high quality service to clients over the phone, by email and via post, in a time-efficient...

a month ago seen See more...

Paraplanner

Ortus Psr

Merseyside, England

Fun & Friendly Culture: Enjoy a workplace thats as enjoyable as it is professional. Flexibility: We value work-life balance and offer a flexible working environment. Team Spirit: Work with a team where everyone, regardless of the...

a month ago seen See more...

IFA Adminstrator

Ortus Psr

Hampshire, England

Be the welcoming face and voice as the first point of contact for callers & visitors to our office. Pre-qualify prospects & tailor our services to their needs. Organize meetings for our Directors/Advisers, ensuring smooth operatio...

a month ago seen See more...

Paraplanner

Ortus Psr

West Yorkshire, England

Compliance. Training & Competence. Team Management responsibilities. Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports. Complete annual suitabi...

a month ago seen See more...

Parplanner

Ortus Psr

South East

Client Collaboration: Work closely with Advisors to achieve client objectives. Solution Sourcing: Identify suitable financial planning solutions (investment, retirement, tax, and estate planning). Risk Assessment: Allocate assets...

2 months ago seen See more...

Trainee Compliance Consultant

Ortus Psr

South Humberside

Future progression opportunities to a full Compliance role for interested candidates. Progression track to a full Adviser role for candidates aspiring for career development. Conduct one-on-one meetings with Pension members. Deliv...

2 months ago seen See more...

Top Jobs

Senior Administrator, Financial Service, Paraplanner, Compliance Officer, Executive Assistant, Self Employ, Administrator, Team Leader, Financial Plan, Financial Adviser, Client Service Administrator, Administration Team Leader, Manager Investment, Senior Paraplanner, Financial Director,

What companies are hiring for similar jobs Ortus PSR?

The top companies hiring now for Ortus PSR similar jobs are Brook Street, Office Angels, eFinancialCareers, FlexJobs, Adecco, Hays Specialist Recruitment Limited, Heat Recruitment, Reed Insurance, Ortus PSR, Recruit UK, BWD Search & Selection, Focus Search and Selection,

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