Ortus PSR Ltd in London (Edgware area) is seeking a proactive Financial Planning Administrator to support paraplanning and advisory teams. You will manage day-to-day administrative tasks for client cases and help move files from first meeting through to implementation.
You'll work with AI-assisted tools to collate data, prepare research packs and keep back-office systems up to date, while maintaining high standards of client service and compliance.
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AI-Driven Financial Planning Administrator — Hybrid in London 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.
