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Financial Planning Assistant

2 months ago

Wilmslow, Cheshire East, United Kingdom Ortus PSR Full time

Job Summary:

The Financial Planning Assistant will support Chartered Financial Planners with preparing client reports, conducting research, and maintaining client files. This role is ideal for a detail-oriented individual who is passionate about lifelong financial planning and providing bespoke advice to successful individuals and business owners.

About Ortus PSR:

Ortus PSR is a leading financial services firm that offers a supportive and growth-oriented environment. Our team is committed to clarity and precision, ensuring our clients can enjoy life fully, today and tomorrow.

Key Responsibilities:

  • Preparing detailed client reports and financial summaries.
  • Conducting thorough research on financial products.
  • Assisting with client meeting documentation.
  • Supporting the development of tailored financial plans.
  • Ensuring client files meet compliance standards.
  • Liaising with clients to gather information and provide updates.

Requirements:

  • Level 4 Diploma in Financial Planning or working towards it.
  • Strong analytical and research skills.
  • Attention to detail and accuracy.
  • Effective communication skills.
  • Ability to work collaboratively.
  • Proficiency in financial planning software.