IFA Administrator in Worthing - Ortus Psr

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

The successful candidate will play a key role in client servicing, administration, and regulatory support, ensuring a high standard of accuracy, compliance, and customer care.

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 someone looking to progress further within financial services.