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Client Advisory Associate

2 months ago

Wilmslow, Cheshire East, United Kingdom Ortus PSR Full time
Opportunity for a Financial Planning Associate

Are you prepared to elevate your professional journey? Ortus PSR, a reputable Chartered Financial Planning firm, presents a distinctive opportunity for a Financial Planning Associate to transition into a Financial Advisor role. In this position, you will collaborate closely with our Lead Director to develop comprehensive financial strategies for affluent clients.

Your Responsibilities:

  • Conduct thorough client assessments
  • Generate in-depth reports and conduct market analysis
  • Work alongside our skilled team
  • Remain updated on market dynamics and international financial trends
  • Execute cash flow modeling and lifestyle planning
  • Engage in and contribute to client discussions

What We Are Looking For:

  • Outstanding report writing and analytical capabilities
  • Strong interpersonal skills for client engagement
  • Experience with sophisticated financial tools and techniques
  • Level 4 Diploma qualified with aspirations to achieve Chartered status

If you are a seasoned paraplanner aiming to transition into a Financial Advisor position, we invite you to consider this remarkable opportunity to join our team and positively influence the financial well-being of our clients.