Ortus PSR is a Leicestershire-based Chartered Wealth Management firm seeking an Investment Accounts Executive to join its growing Investment team. The role focuses on administering investment accounts, managing cash and transfers, and keeping precise client records to support advisers.
You will produce valuations and annual review packs, implement investment changes, and provide technical and reporting support to Financial Planners and Investment Managers. A clear progression path is offered.
#J-18808-LjbffrWealth Investment Accounts Specialist employer: Ortus Psr
Join a dynamic wealth management firm that prioritises client satisfaction and offers unparalleled support for Independent Financial Advisers. With the flexibility to work remotely or in a hybrid model, you will benefit from high-quality lead generation, comprehensive paraplanning, and administrative assistance, allowing you to focus on what you do best – advising clients. Located in the vibrant West Midlands, this role not only provides competitive earnings potential but also fosters a culture of continuous professional development and innovation.
