Ortus Psr

My client is a national, fast-growing Independent Financial Advisor (IFA) firm that's dedicated to helping clients achieve their financial goals. Theypride themselveson delivering exceptional financial services and personalised solutions. As theycontinue to expand, they arelooking for a Customer Service Officer / IFA Administrator to join theirdynamic team click apply for full job details

IFA Administrator Location: Horsham Salary: £25,000 - £35,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Financial Planning Administrator Location: Harrogate Salary: £18,000 - £25,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Employed Financial Planner Location: Darlington Salary: £30,000 - £60,000 + OTE This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Darlington. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. The Opportunity The opportunity here is for a Financial Adviser, with a professional and level-headed approach to come in and help take on a number of the company's client's moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package Skills: Hold previous experience within an IFA/Financial Planning Practice Must be qualified to a minimum industry standard of Level 4 Diploma Qualified Previous experience dealing with High Net Worth Clients desirable but not essential

Executive PA Location: Northampton Salary: £20,000 - £30,000 This is a fantastic opportunity for an experienced PA to join a Finanical Planning firm who provide an exceptional wealth management and investment service. Responsibilities: Newly created position to support the Financial Planners Will also provide support to our Executive Team, as required Managing diaries and ensuring organisation Skills: Previous experience within a PA or EA role Highly organised, excellent communicator Financial services background an advantage, but not essential

IFA Administrator Location: Loughborough Salary: £18,000 - £25,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

The opportunity for a brilliant Financial Planning Administrator to join a full service wealth management house who provide a personal, independent and bespoke wealth management service to high net worth clients. The company are very much a 'new model' financial services business operating across both retail and corporate sectors. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Tax and Trust Assistant Location: Essex Salary: £30,000 - £40,000 This is an excellent role for a Tax and Trust professional to join a National financial planning firm. This role forms part of the Tax and Trust Team, and supports the Tax and Trust Specialist in providing tax and trust advice to Financial Advisers, Paraplanners, the Compliance Team and other colleagues as required. Responsibilities: Supporting the Tax and Trust Team by undertaking general office administration, including, but not limited to, maintaining and cleansing email folders, scanning correspondence Providing support on ad-hoc projects undertaken by the Tax Team Assisting with delivering the core functions of the tax team, checking calculations and reports involving bond encashments, pension contributions and withdrawals, inheritance tax planning and consideration of clients' income tax and capital gains tax positions Assisting with delivery of the tax return service offered by the Tax Team Highlighting processes and templates that could be improved, identify areas where a training need exists and share best practice ideas to improve the delivery of the service for the business and for clients' benefit Safeguarding client data in accordance with regulatory requirements Reporting any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them Skills: ATT qualified or qualified by experience working within the financial services industry Technical knowledge of regulations, legislation and codes of practice relevant to tax and trusts and financial products Excellent communication skills, both written and verbal

Employed Financial Planner Location: Swansea Salary: £30,000 - £60,000 + OTE This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Swansea. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. The Opportunity The opportunity here is for a Financial Adviser, with a professional and level-headed approach to come in and help take on a number of the company's client's moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package Skills: Hold previous experience within an IFA/Financial Planning Practice Must be qualified to a minimum industry standard of Level 4 Diploma Qualified Previous experience dealing with High Net Worth Clients desirable but not essential

Trainee Financial Planning Administrator Location: Crystal Palace Salary: £18,000 - £22,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

An award winning IFA firm with over 60 staff and £1Billion AUM is looking to take on an employed Financial Advisor in the North of England. You will have access to leads from their professional introducers providing Financial Planning to HNW individuals. You will have the support of Paraplanners and an Admin team to ensure you can focus on business development and relationship building. The management team prides itself on empowering its people to succeed and is a values lead business. You will be advising on: Protection Investments including Direct/ISA/Onshore Bond/Offshore Bond/Structured Product/VCTs/EIS Pensions including PPs/FAD/Annuity/ SIPP/SSAS IHT, Trust Planning and Corporate Advice To be considered: Experience Advising HNW individuals is essential Level 4Diploma The capability to explain complex information simply and clearly The ability to network and establish relationships with clients Research and analytical skills Perks on offer include: Christmas Closure Competitive Bonus Scheme Perkbox Scheme Pension Private Medical Insurance Death in Service Fully Funded Summer and Winter Social Events

Employed Financial Planner Location: Oxon Salary: £30,000 - £60,000 + OTE This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Oxon. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. The Opportunity The opportunity here is for a Financial Adviser, with a professional and level-headed approach to come in and help take on a number of the company's client's moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package Skills: Hold previous experience within an IFA/Financial Planning Practice Must be qualified to a minimum industry standard of Level 4 Diploma Qualified Previous experience dealing with High Net Worth Clients desirable but not essential

IFA Administrator Location: Halifax Salary: £18,000 - £25,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Trainee Financial Planner Location: Hook Salary: £30,000 - £40,000 The opportunity for an experienced Paraplanner or Level 4 qualified candidate to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. Responsibilities: Technical support to our Adviser Team Research the most suitable product and tax wrapper Write suitability letter reports for investment, pension, protection and inheritance tax cases Respond to technical client queries relating to trusts defined benefit pensions and tax Skills: In order to be considered for this unique opportunity, candidates need to have - Level 4 Diploma qualified or working towards this Previous experience within a fast-paced IFA Practice High level of analytical capability and good communication skills

Are you looking for an IFA firm that can provide you a career path based on your skill either into technical or Advising roles? We are currently working with a large regional Financial Advisory business that is looking to take on Paraplanners at all levels in their career. You will be joining a Chartered Financial Planning practice based in Ewloe that prides themselves on providing high quality, independent advice. They are looking to add a Paraplanner to the team, to support the Financial Advisers within the business and optimising work flow. You will have access to the training academy and exams are fully funded. Salary is up to £55,000 the top level is paid to Chartered Paraplanners Benefits: 25 days holiday + BH 4 x DIS, PMI - Bupa, Pension Scheme AE, Cashplan, Salary sacrifice, Holiday exchange To be considered for this role, you must: Hold the Level 4 Diploma, or be working towards it Previous experience within a Paraplanning capacity Competent writing suitability reports and preparing cashflow reports

IFA Administration Team Manager Location: Milton Keynes Salary: £25,000 - £35,000 A brilliant opportunity for an IFA Administration Team Manager to join a financial planning with an excellent reputation. The successful candidate will oversee and manage the day-to-day operations of an administration team as well as actively support the Operations Manager in the management, motivation and development of the team to ensure the provide an efficient, effective and timely administration service to the advisers and their clients, adhering to FCA regulations and internal policy and procedure. Responsibilities: Responsible for the day to day oversight and management of the administration team Acting as first point of contact for queries, managing workloads with the team and identifying training needs and areas for continuous improvement Dealing with the day to day technical and process queries from Administrators, advisers and clients and to take the appropriate action to ensure the query is dealt with in a timely and effective manner, referring more complex queries to the Operations Manager Assessing the department's work load and capacity on a daily basis, prioritising and reallocating the work as required, to provide an excellent service to the adviser and the clients Developing and maintaining good working relationships with the Operations Manager, Senior Managers, Advisers, Central Operations and Central Service teams in order to ensure effective communication across the business Skills: A good level of experience in an administration role within the financial services industry, ideally within an IFA Experience of leading or managing a team Certificate in Financial Planning or an equivalent Financial Services qualification is desirable A good knowledge and understanding of a wide range of financial products, including employee benefits products

Senior Paraplanner Location: Milton Keynes Salary: £35,000 - £45,000 The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. Responsibilities: Technical support to our Adviser Team Research the most suitable product and tax wrapper Write suitability letter reports for investment, pension, protection and inheritance tax cases Respond to technical client queries relating to trusts defined benefit pensions and tax Skills: In order to be considered for this unique opportunity, candidates need to have - Level 4 Diploma qualified or working towards this Previous experience within a fast-paced IFA Practice High level of analytical capability and good communication skills

Trainee Financial Planner Location: Edinburgh Salary: £45,000 + OTE The opportunity for an experienced Paraplanner or Level 4 qualified candidate to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. Responsibilities: Technical support to our Adviser Team Research the most suitable product and tax wrapper Write suitability letter reports for investment, pension, protection and inheritance tax cases Respond to technical client queries relating to trusts defined benefit pensions and tax Skills: In order to be considered for this unique opportunity, candidates need to have - Level 4 Diploma qualified or working towards this Previous experience within a fast-paced IFA Practice High level of analytical capability and good communication skills

Trainee Paraplanner Location: Fareham Salary: £27,000 - £30,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Platform Investment Administrator Location: Birmingham Salary: £18,000 - £25,000 This is a brilliant opportunity to join a national financial planning firm. You will be responsible for the timely and accurate placement of client's investment instructions onto platforms in accordance with the team's processes and internal policies and other requirements. Responsibilities Assisting in the production of accurate client facing material to be distributed to clients as an integral part of asset migration projects Processing of fund switches on investment platforms within prescribed timescales, whilst being highly attentive to detail and delivering an impeccable client experience Extraction of client data from investment platforms and third parties Using Excel and Access, analysing, interpreting and challenging information gathered in order assist in the delivery of asset migration projects Complying with the relevant Compliance, TCF, T&C, GDPR, MIFID and Financial Crime Procedures of the firm at all times Skills Experience using investment platforms Advanced experience in using Excel is essential, with the ability to use macros, formulas and reformat large data sets Having an analytical and methodical approach to work with particular emphasis to the details is essential Highly organised and work well with sizeable volumes of work, often working to tight deadlines, whilst maintaining speed and accuracy