Ortus PSR
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
Responsibilities:
- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
- Liaise with providers and third parties, to obtain any information that may be needed
Skills:
In order to be considered for this unique opportunity, candidates need to have –
- Previous experience within a Financial Planning role
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
