Client Support Specialist

3 weeks ago


Wilmslow, Cheshire East, United Kingdom Ortus PSR Full time

Job Summary: We are seeking a highly skilled and detail-oriented Financial Planning Assistant to join our team at Ortus PSR. As a key member of our financial planning team, you will play a vital role in supporting our Chartered Financial Planners with preparing client reports, conducting research, and developing financial plans.

Key Responsibilities:

  • Client Report Preparation: Prepare detailed client reports and financial summaries, ensuring accuracy and attention to detail.
  • Financial Research: Conduct thorough research on financial products, staying up-to-date with industry developments and trends.
  • Client Meeting Support: Assist with client meeting documentation, ensuring all necessary information is captured and recorded.
  • Financial Plan Development: Support the development of tailored financial plans, working closely with our Chartered Financial Planners to ensure client needs are met.
  • Compliance and Governance: Ensure client files meet compliance standards, maintaining the highest level of integrity and transparency.
  • Client Liaison: Liaise with clients to gather information and provide updates, building strong relationships and trust.

Requirements:

  • Qualifications: Level 4 Diploma in Financial Planning or working towards it.
  • Skills: Strong analytical and research skills, attention to detail, effective communication skills, ability to work collaboratively, and proficiency in financial planning software.

About Ortus PSR: Ortus PSR is a leading provider of financial planning services, committed to delivering exceptional results and building long-term relationships with our clients. We offer a supportive and growth-oriented environment, fostering professional development and a passion for making a positive impact.


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