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IFA Administrator

Job in Harrogate, North Yorkshire, HG1, England, UK
Listing for: Ortus PSR Ltd.
Full Time position
Listed on 2026-03-09
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 45000 GBP Yearly GBP 45000.00 YEAR
Job Description & How to Apply Below

A growing operation is seeking a proactive professional to streamline business support and empower teams to operate at peak efficiency. This opportunity prioritises career growth, autonomy, and the chance to shape everyday workflows within a collaborative environment.

Location and flexibility: the role sits in the Richmond area with hybrid options of 3 days in the office and 2 from home.

Salary up to £45,000

What the role delivers
  • The successful candidate will enable smoother operations across multiple teams, ensuring information flows clearly, schedules stay aligned, and critical processes run reliably. This position offers a well-defined path for skill-building, greater responsibility, and meaningful impact on day-to-day activity.
Key responsibilities
  • Coordinate cross-team communications, calendars, and information sharing to keep initiatives on track.
  • Prepare, organise, and maintain documentation, reports, and standard operating procedures with precision.
  • Support project intake, progress tracking, and stakeholder updates to sustain momentum.
  • Assist with onboarding activities, training logistics, and knowledge-sharing initiatives.
  • Maintain tidy data, records, and process artefacts within approved systems.
Ideal profile

— This employer welcomes professionals who enjoy structured environments, possess strong organisational skills, and collaborate effectively.

  • Those who remain composed under pressure and demonstrate a service-oriented mindset will thrive here.
Requirements

A track record of delivering dependable administrative and coordination support; comfort juggling multiple priorities; proficiency with common office software; excellent written and verbal communication; discretion with sensitive information; adaptability to evolving workflows and tools.

  • Experience working in an IFA or Wealth Management firm

What you gain: a culture that values initiative, opportunities for progression, and ongoing development supported by mentored learning and exposure to cross-functional projects. The role offers a competitive remuneration package and a balanced approach to work-life integration.

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