Ortus PSR Ltd.
Brighton, Sussex
A well-established financial planning firm is seeking a Financial Services Administrator to support advisers, paraplanners, and team leaders within a busy and professional IFA environment. This role is ideal for an organised, client-focused administrator with experience in financial services who is looking to develop a long-term career in financial planning. Salary up to £35,000 Benefits: PMI, up to 5% pension, Bonus scheme, ability to purchase holiday, enhanced maternity / paternity Key Responsibilities Act as a key point of contact for clients, managing correspondence via telephone, email, and letter Create, maintain, and update accurate client records including fact finds and investment details Ensure all client interactions are fully documented using workflows and task tracking systems to maintain a clear audit trail Support the preparation and validation of client review reports and standard client documentation Liaise with product providers regarding policy setup, transfers, new applications, and ongoing servicing Process letters of authority, follow up transactions, resolve issues, and keep clients informed throughout Core Experience & Competencies Previous experience in a Financial Services or IFA administration role (preferred) Experience supporting clients and advisers within a regulated environment Prior experience using Intelligent Office (IO) is highly desirable Why Apply? This role offers exposure to the full financial planning process, excellent career development opportunities, and the chance to work within a supportive and professional environment. It is well suited to an experienced administrator or someoneatter looking to progress further within financial services.
A well-established financial planning firm is seeking a Financial Services Administrator to support advisers, paraplanners, and team leaders within a busy and professional IFA environment. This role is ideal for an organised, client-focused administrator with experience in financial services who is looking to develop a long-term career in financial planning. Salary up to £35,000 Benefits: PMI, up to 5% pension, Bonus scheme, ability to purchase holiday, enhanced maternity / paternity Key Responsibilities Act as a key point of contact for clients, managing correspondence via telephone, email, and letter Create, maintain, and update accurate client records including fact finds and investment details Ensure all client interactions are fully documented using workflows and task tracking systems to maintain a clear audit trail Support the preparation and validation of client review reports and standard client documentation Liaise with product providers regarding policy setup, transfers, new applications, and ongoing servicing Process letters of authority, follow up transactions, resolve issues, and keep clients informed throughout Core Experience & Competencies Previous experience in a Financial Services or IFA administration role (preferred) Experience supporting clients and advisers within a regulated environment Prior experience using Intelligent Office (IO) is highly desirable Why Apply? This role offers exposure to the full financial planning process, excellent career development opportunities, and the chance to work within a supportive and professional environment. It is well suited to an experienced administrator or someoneatter looking to progress further within financial services.