Ortus PSR Ltd. is hiring a Client Manager to own a portfolio of high-net-worth clients from Leicester. You’ll be the named internal owner, supporting Financial Planners and Investment Managers with proactive service.
The role involves managing client relationships, preparing annual meeting material, processing pension and investment changes, and liaising with planners, paraplanners, and third-party platforms. Hybrid work and progression opportunities are offered.
#J-18808-LjbffrWealth Client Manager – Hybrid | Own Your Portfolio & Growth in Enderby employer: Ortus PSR Ltd.
Join a highly-regarded IFA in central London, where you will thrive in a fun and supportive work environment that prioritises your growth as a Financial Planner. With generous earnings potential, full ownership of your client book, and access to ongoing training, this is an exceptional opportunity to build your own business under a successful brand umbrella. Enjoy the flexibility of managing your own schedule while benefiting from a strong back office support system and a collaborative team culture that has seen no advisers leave since 2000.
