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Wealth Management Adviser
2 months ago
Are you looking to elevate your professional journey? Ortus PSR, a reputable Chartered Financial Planning firm, is presenting a remarkable opportunity for a Financial Planning Associate to transition into a Client 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
- Prepare in-depth reports and market analyses
- Work alongside our skilled team of professionals
- Remain updated on market dynamics and international financial trends
- Implement financial modeling and lifestyle planning techniques
- Engage in and contribute to client consultations
What We Are Looking For:
- Outstanding report writing and analytical capabilities
- Strong interpersonal skills for client engagement
- Experience with sophisticated financial tools and practices
- Level 4 Diploma qualified with aspirations to achieve Chartered status
If you are a seasoned paraplanner eager to evolve into a Client Advisor position, we invite you to consider this exciting opportunity. Join us to make a significant difference in the financial well-being of our clients.
