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Financial Planning Expert
2 months ago
We are proud to represent Ortus PSF, a prestigious financial services firm, in their search for an experienced Financial Planning Expert to join their team. Renowned for its excellence and innovation in the industry, Ortus PSF is an award-winning leader in the financial services sector, operating at the forefront of innovation. With a track record of success, they are committed to delivering exceptional service and upholding the highest standards of professionalism.
Job Overview:
As a Financial Planning Expert, you will collaborate closely with senior management to service existing clients and engage with new business opportunities. Adaptability and a proactive approach are essential attributes for success in our entrepreneurial environment.
Key Responsibilities:
- Cultivate and maintain client relationships to drive business growth and meet performance targets
- Foster internal partnerships to support the organization's strategic objectives
- Contribute to enhancing the firm's profile within professional networks and wider communities
- Provide personalized financial advice tailored to individual client needs
- Participate in investment decision-making processes
Requirements:
- Minimum of 3 years' experience in the financial services industry
- Holds a Level 4 diploma qualification
- Ideally, holds or is close to achieving chartered status
Benefits:
- Competitive salary range of £40,000 to £60,000, commensurate with experience
- Generous annual leave entitlement, including bank holidays
- Additional perks such as a day off on your birthday and early Friday finishes
- Employer pension contributions up to 5%
- Comprehensive private medical insurance coverage
- Modern office facilities conducive to productivity and collaboration
- Flexible work arrangements, including remote working options
- Support for ongoing professional development and training
- Performance-based bonus or profit-sharing scheme
- Employee wellness initiatives, including cycle to work scheme and team social events
