Ortus PSR Ltd in Edgware is seeking a diligent Financial Planning Administrator to support paraplanners and financial planners in a high-net-worth environment. You’ll manage case files, gather client data, and keep processes moving from first meeting through implementation, with hybrid working and a salary up to £40,000.
The role emphasizes accuracy, client service and embracing AI tools to speed up routine tasks, while staying compliant.
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Hybrid Financial Planning Admin | AI-Powered Case Support in Edgware employer: Ortus PSR Ltd.
Join a prestigious, independently owned financial planning firm in Enderby, Leicestershire, where your role as a Paraplanner is valued and integral to the advice process. With a strong emphasis on professional development, a collaborative work culture, and a competitive salary package including bonuses and benefits, this firm offers an exceptional environment for growth and meaningful contributions to high-net-worth clients. Experience the satisfaction of working in a team that prioritises excellence and client retention, all while enjoying the flexibility of a hybrid working pattern.
