Ortus PSR Ltd in Edgware is seeking a diligent Financial Planning Administrator to support paraplanners and financial planners in a high-net-worth environment. You’ll manage case files, gather client data, and keep processes moving from first meeting through implementation, with hybrid working and a salary up to £40,000.
The role emphasizes accuracy, client service and embracing AI tools to speed up routine tasks, while staying compliant.
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The following opening is for a Hybrid Financial Planning Admin | AI-Powered Case Support with Ortus PSR Ltd.
Full responsibilities and requirements are described in the listing above.
Learn more about the Hybrid Financial Planning Admin | AI-Powered Case Support role in the description above.
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