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Financial Strategist

2 months ago

Liverpool, Liverpool, United Kingdom Ortus PSR Full time

Job Summary:

Ortus PSR is seeking a highly skilled Financial Strategist to join our team. As a key member of our wealth management team, you will be responsible for delivering personalized financial advice to high-net-worth clients.

About the Role:

  • Client Relationships: Build and maintain strong relationships with clients, providing tailored financial solutions to meet their unique needs.
  • Investment Management: Develop and implement investment strategies that align with clients' financial goals and risk tolerance.
  • Financial Planning: Create comprehensive financial plans that address clients' short-term and long-term financial objectives.
  • Business Development: Identify new business opportunities through networking and referrals.

Key Qualifications:

  • Education: Level 4 Diploma in Financial Planning (or equivalent).
  • Experience: Proven experience managing high-net-worth portfolios.
  • Skills: Excellent communication and interpersonal skills, strong knowledge of financial markets and products.

Why Ortus PSR:

  • Client-Centric Approach: Our team is committed to delivering honest, no-pressure financial advice that puts clients first.
  • Collaborative Environment: We offer a supportive and friendly work environment that fosters growth and success.
  • Transparency and Integrity: We provide straightforward, trusted financial guidance that aligns with our clients' best interests.