Senior Financial Planner

1 month ago

London, Greater London, United Kingdom Ortus PSR Full time
Job Title: Senior Financial Adviser

Are you a seasoned financial professional with a passion for delivering exceptional financial services? Do you thrive in a dynamic environment and strive to build strong relationships with clients? If so, we invite you to explore this exciting opportunity.

About the Role

We are seeking an experienced Senior Financial Adviser to join our team at Ortus PSR. As a key member of our financial planning team, you will work collaboratively with our paraplanners and compliance team to deliver high-quality financial planning services to our clients.

Key Responsibilities
  • Meet client needs by providing a comprehensive level of service and ensuring their expectations are met.
  • Provide relevant financial advice and guidance to clients.
  • Develop new business with clients and business introducers.
  • Manage client investment portfolios to ensure continued stability and growth of wealth funds.
  • Build strong relationships with clients to retain them and grow the client base.
  • Work with accountancy firms to build relationships and support them in providing a financial advisory service through us to their clients.
  • Construct high-quality financial plans for clients in a timely manner, ensuring their accuracy, compliance, and adherence to industry regulations and internal standards.
  • Review client investment portfolios, asset allocations, and risk profiles.
Requirements
  • Excellent communication and interpersonal skills, with the ability to communicate at all levels.
  • Excellent organisational, analytical, and problem-solving abilities.
  • Excellent attention to detail and proficiency in using financial planning software and tools.
  • Proficiency in navigating and utilising tools / reporting on common platform providers.
  • Excellent IT skills (Microsoft Word, Excel, SharePoint, Teams etc).
  • Excellent product and solutions knowledge from across the market, including pensions, investments, inheritance tax planning, and protection.
  • An excellent understanding of UK financial regulations and compliance requirements.
  • Qualified to level 6 Advanced Diploma in Financial Planning.
What We Offer

We offer a competitive salary and benefits package, access to ongoing professional development and training, a collaborative and supportive work environment, and a chance to make a meaningful impact on our organisation.

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