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Financial Planning Assistant

2 months ago

Brighton, Brighton and Hove, United Kingdom Ortus PSR Full time
Financial Planning Assistant

Ortus PSR is seeking a skilled Financial Planning Assistant to join our team in Brighton & Hove. As a key member of our migrations team, you will work closely with financial advisors to support the migration of business to our centralised investment proposition.

Key Responsibilities:
  • Conduct comprehensive financial analysis to develop financial plans
  • Utilise financial planning software to model various scenarios and projections
  • Prepare and review investment proposals and reports for clients
  • Collaborate with advisors to develop and implement customised financial strategies
  • Stay updated with industry trends, regulations, and changes in financial markets
  • Ensure compliance with regulatory requirements and company policies
Requirements:
  • Working experience in an IFA firm is essential
  • Working knowledge of financial planning software and tools
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills