IFA Admin Specialist | Hybrid + Progression to Senior

Chesterfield Source: WhatJobs
See advert for pay

Ortus PSR Ltd. in Derby is seeking an experienced IFA Financial Planning Administrator to own complex cases from instruction through to completion, working closely with IFAs and the paraplanning team.

You will process pensions, investments and life assurance, liaise with providers and clients, manage records on Intelliflo and support progression toward a senior or management position as the team grows. Flexible hours and hybrid working after probation.

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