IFA Administrator - Ortus PSR : Job Details

Trainee Financial Adviser – Progression from IFA Administrator

A fast-growing and dynamic Independent Financial Advisory firm is offering a unique opportunity for an experienced IFA Administrator to progress into a Financial Adviser role. The firm prides itself on high professional standards, internal development, and building long-term careers. This opportunity suits a motivated individual who thrives in a high-energy environment and understands that growth often requires going beyond the traditional 9–5.

Seniority Level: Experienced Administrator (Career Progression Path)

Salary: Up to £40,000 + Exam Sponsorship + Bonus

The successful candidate will begin in a senior administration role with a clear, structured path toward becoming a fully qualified and client-facing Financial Adviser within 3 to 4 years. Full study support, mentorship, and real-world exposure are provided throughout the journey. This is an ideal position for someone who is ambitious, flexible, and committed to long-term progression in wealth management.

Responsibilities

In the initial phase, the role will focus on:

Producing accurate and timely client reports, including suitability letters

Preparing and managing client review packs and follow-up actions

Processing new business and liaising with providers and platforms

Maintaining up-to-date and compliant records in systems such as Intelligent Office

Assisting paraplanners and supporting advisers with research tasks

Attending client meetings and gradually developing into an adviser role

Requirements

Experience in an IFA or wealth management support role

Working knowledge of FE Analytics and other financial planning tools

Solid understanding of FCA regulations and advice processes

Actively working toward or willing to undertake the Level 4 Diploma in Financial Planning (CII or LIBF)

Excellent attention to detail, time management, and communication skills

Willingness to work flexible hours in a fast-paced business environment

Benefits

Competitive salary up to £40,000 DOE

Full study support: exam fees, materials, and paid study leave

Personalised development plan to become a Financial Adviser within 3–4 years

Performance-based annual bonus

Hybrid working 4 days in the office and 1 from home