Financial Planning Specialist
1 week ago
Job Role: Financial Planning Specialist
We are seeking a skilled Financial Planning Specialist to join our team at Ortus PSR, a dynamic and forward-thinking financial services company. As a Financial Planning Specialist, you will have the opportunity to work with an existing client base, providing expert advice on investment strategies, retirement planning, tax optimization, and risk management.
Company Overview:
Ortus PSR is a firm of Independent Financial Advisers (IFAs) and Wealth Managers dedicated to providing tailored solutions to our clients' financial needs. We pride ourselves on forming strong client relationships, approaching financial matters with professionalism, sensitivity, and understanding.
Key Details:
Salary: £70,000 - £80,000 per annum
Location: Our team is based in Kent, serving clients across London and the South-East of England
Responsibilities:
- Conduct comprehensive financial assessments for clients, analyzing income, expenses, investments, and financial objectives
- Develop and implement personalized financial plans aligned with clients' short-term and long-term goals
- Provide expert advice on investment strategies, retirement planning, tax optimization, and risk management
- Stay updated on market trends, economic developments, and financial regulations to offer relevant and current advice
- Build and nurture strong client relationships through regular communication and periodic reviews of financial plans
- Collaborate with other professionals within the firm to deliver holistic financial solutions
Qualifications:
- Experience as a Financial Adviser
- Diploma Qualified
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