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Financial Planning Assistant

1 month ago

Liverpool, Liverpool, United Kingdom Ortus PSR Full time
Empowering Financial Planning with Ortus PSR

Are you passionate about supporting financial professionals and making a real difference in people's lives? Our clients' Financial Planning team at Ortus PSR is a growing, independent, and Chartered-based firm in Liverpool, seeking a dedicated IFA Administrator to join their mission of delivering peace of mind to clients through honest and simple financial advice.

Why Ortus PSR?
  • We leverage cutting-edge technology, including live 'What if?' scenario modelling, to provide tailored solutions for our clients.
  • We value hard work, empathy, and expertise, treating our clients like family and always listening first.
  • Our close-knit team of Chartered Financial Planners offers opportunities for growth and career development in a collaborative environment.
What's in it for you?
  • Competitive salary up to £35,000 depending on experience.
  • Private healthcare, pension scheme, generous holiday entitlement, and support for financial qualifications.
  • Location: Liverpool-based, with flexible and remote working options.
Your Role:
  • Provide high-quality administrative support to IFAs, ensuring accurate client records and documents.
  • Process client reviews and handle correspondence, liaising with product providers and addressing client queries.
  • Ensure compliance with FCA regulations while embracing Ortus PSR's mission to simplify financial services.
Your Skills:
  • Experience within an IFA or wealth management setting.
  • Knowledge of financial products and FCA regulations.
  • Excellent communication, attention to detail, and a proactive approach.

Be part of a firm that believes financial planning should be empowering, not intimidating. Ready to help clients experience peace of mind? Apply today