Wealth Management Admin & Client Liaison (Hybrid)

Ortus PSR in Meriden is seeking an experienced IFA Administrator to support a Financial Adviser and Paraplanner in a West Midlands office. The role is permanent with hybrid working and a 26,000-34,000 GBP salary plus benefits.

The successful candidate will contribute to a client-centric service, ensuring accuracy, timely applications, and compliant processing across the full financial planning spectrum.