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Wealth Admin Team Lead - Flexible Hours & Growth
Posted 4 days 14 hours ago by Ortus PSR Ltd.
Permanent
Full Time
Other
Wiltshire, Bradford-on-avon, United Kingdom, BA151
Job Description
Ortus PSR Ltd. in Bradford-on-Avon is seeking an IFA Administration Team Leader to manage a 6-person support team and evolve workflows for a growing wealth management practice. The role supports IFA advisers to deliver complex financial planning for HNW and UHNW clients, while maintaining high service standards.
The successful candidate will lead, coach, and develop the team, manage demand, and partner with advisers to ensure smooth back-office operations and client outcomes.
Ortus PSR Ltd.
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