Financial Planning Specialist

7 days ago


Chester, Cheshire, United Kingdom Ortus PSR Full time

Financial Planning Specialist

About the Role

Ortus PSR is seeking a skilled Financial Planning Specialist to provide comprehensive technical support to our financial advisers. As a key member of our team, you will be responsible for conducting in-depth financial analysis and research, preparing and maintaining client reports and documentation, and assisting advisers with the formulation of client financial plans and strategies.

Key Responsibilities

* Conduct thorough financial analysis and research to support client financial plans
* Prepare and maintain accurate and detailed client reports and documentation
* Collaborate with financial advisers to develop and implement client financial strategies

Benefits

* Competitive salary up to £45,000
* Generous pension scheme
* Comprehensive study support

What We Offer

At Ortus PSR, we value professional development and offer a clear path for career advancement. Our dynamic team is dedicated to client success, and we are committed to providing a supportive and collaborative environment. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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