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Ortus PSR jobs

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PARAPLANNER

Fun & Friendly Culture: Enjoy a workplace thats as enjoyable as it is professional. Flexibility: We value work-life balance and offer a flexible working environment. Team Spirit: Work with a team where everyone, regardless of the...

CompanyOrtus Psr
AddressMerseyside, England
CategoryAccounting & Finance
Job typePermanent, full-time
Date Posted 4 days ago See detail

Paraplanner

Ortus Psr

Merseyside, England

Fun & Friendly Culture: Enjoy a workplace thats as enjoyable as it is professional. Flexibility: We value work-life balance and offer a flexible working environment. Team Spirit: Work with a team where everyone, regardless of the...

4 days ago seen See more...

IFA Adminstrator

Ortus Psr

Hampshire, England

Be the welcoming face and voice as the first point of contact for callers & visitors to our office. Pre-qualify prospects & tailor our services to their needs. Organize meetings for our Directors/Advisers, ensuring smooth operatio...

4 days ago seen See more...

Paraplanner

Ortus Psr

West Yorkshire, England

Compliance. Training & Competence. Team Management responsibilities. Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports. Complete annual suitabi...

4 days ago seen See more...

Parplanner

Ortus Psr

South East

Client Collaboration: Work closely with Advisors to achieve client objectives. Solution Sourcing: Identify suitable financial planning solutions (investment, retirement, tax, and estate planning). Risk Assessment: Allocate assets...

3 weeks ago seen See more...

Trainee Compliance Consultant

Ortus Psr

South Humberside

Future progression opportunities to a full Compliance role for interested candidates. Progression track to a full Adviser role for candidates aspiring for career development. Conduct one-on-one meetings with Pension members. Deliv...

3 weeks ago seen See more...

Paraplanner

Ortus Psr

Buckinghamshire, England

A leading IFA firm committed to providing comprehensive wealth management solutions to our diverse clientele. We are currently seeking a skilled and motivated Paraplanner to join our dynamic team and contribute to their mission of...

4 weeks ago seen See more...

Paraplanner

Ortus Psr

Lincolnshire, England

An IFA firm is looking to hire a Paraplanner, they believe in empowering their clients with sound financial advice and personalised service. As a key member of the team, the Paraplanner will play a pivotal role in shaping each cli...

4 weeks ago seen See more...

Telemarketer / Appointment Scheduler

Ortus Psr

Lancashire, England

Utilise provided warm leads from a joint venture with the UK's 2nd largest umbrella company. Contact IR35 contractors via phone, building rapport and scheduling appointments. Aim to book 5-10 appointments per day to maximise outre...

4 weeks ago seen See more...

Financial Adviser - IR35 Contractor Specialist

Ortus Psr

Lancashire, England

Provide expert financial advice to contractors impacted by IR35 legislation changes. Handle a high volume of enquiries and appointments efficiently. Utilize warm leads provided by the company, ensuring effective follow-up and conv...

4 weeks ago seen See more...

Client Services Administrator

Ortus Psr

Hampshire, England

Putting the customer at the forefront of all interactions. Familiarizing yourself with the company's values and offerings. Efficiently onboarding new clients and servicing existing ones. Cultivating strong relationships with clien...

4 weeks ago seen See more...

Paraplanner

Ortus Psr

Middlesex, England

One of our Partners, a seasoned chartered financial planner with 35 years of experience. What Youll Do: As a key support to the Partner, youll handle everything related to client management:. Diary Management: Coordinate client...

a month ago seen See more...

Financial Planner

Ortus Psr

Merseyside, England

Minimum of 3 years' experience in the financial services industry. Holds a Level 4 diploma qualification. Ideally, holds or is close to achieving chartered status. Cultivate and maintain client relationships to drive business grow...

a month ago seen See more...

IFA Administrator

Ortus Psr

Somerset, England

Establish and maintain strong client relationships. Maintain accurate client records using Intelliflo Office. Coordinate with product providers and internal teams to implement Financial Planning recommendations. Collaborate with F...

a month ago seen See more...

IFA Administration Manager

Ortus Psr

Berkshire, England

A chance to manage and mentor a dedicated team of administrators. A role that includes comprehensive people management, from training to recruitment. The opportunity to contribute to a company that puts clients first and strives f...

a month ago seen See more...

Technical Financial Planning Assistant

Ortus Psr

South East

Client Collaboration: Work closely with Advisors to achieve client objectives. Solution Sourcing: Identify suitable Financial Planning solutions (investment, retirement, tax, and estate planning). Risk Assessment: Allocate assets...

a month ago seen See more...

Paraplanner Manager

Ortus Psr

Berkshire, England

Specialists in pensions and family wealth planning. Strong relationships with major pension providers. Committed to high-quality, individualised client service. Lead a growing team of paraplanners. Provide comprehensive management...

a month ago seen See more...

Technical Financial Planning Assistant

Ortus Psr

London, England

£40,000 a year

Client Collaboration: Work closely with Advisors to achieve client objectives. Solution Sourcing: Identify suitable Financial Planning solutions (investment, retirement, tax, and estate planning). Risk Assessment: Allocate assets...

a month ago seen See more...

Paraplanner / IFA Administrator

Ortus Psr

Dorking, Surrey

£35,000 a year

Working closely with financial advisers to ensure a high standard of advice and service to clients. Provide suitable research to support the advice provided. Producing all the relevant paperwork for the client, on behalf of the ad...

a month ago seen See more...

Team Leader

Ortus Psr

Crawley, Oxfordshire

£45,000 a year

Team Leadership:. Lead and inspire a team of IFA Administrators, fostering a positive and collaborative work environment. Provide guidance, coaching, and performance feedback to team members. Foster a culture of continuous improve...

a month ago seen See more...

Client Services Administrator

Ortus Psr

Worcester, Worcestershire

£25,000 - £30,000 a year

Collaborate closely with Financial Planners to ensure the delivery of exceptional client service. Serve as a primary point of contact for clients, demonstrating effective and proactive communication skills. Manage all administrati...

a month ago seen See more...

Self Employed Adviser

Ortus Psr

Nottinghamshire, England

Provide comprehensive financial advice and solutions to clients, tailored to their individual needs and circumstances. Build and maintain strong client relationships through effective communication and ongoing support. Conduct tho...

a month ago seen See more...

Marketing Executive

Ortus Psr

South East

Were seeking a proactive Marketing Executive who specialises in leveraging social media, campaigns, and events (both virtual and in-person) to create brand awareness, drive engagement, and generate leads. As a key player, youll...

a month ago seen See more...

Insurance Director

Ortus Psr

London, England

Develop and manage key client relationships. Develop strategic plans to achieve business objectives. Lead and mentor a team of insurance professionals. Ensure competitive product offerings and regulatory compliance. Collaborate wi...

a month ago seen See more...

Junior Paraplanner

Ortus Psr

Avon, England

Provide administrative support to Advisers and technical assistance to other staff members. Compile recommendation paperwork, including writing suitability reports. Produce tax calculations (e.g., Inheritance Tax, Capital Gains Ta...

a month ago seen See more...

Financial Planning Assistant

Ortus Psr

Merseyside, England

Preparing meeting packs for Advisers. Production of illustrations, supporting documentation and application forms. Processing new business forms, proposals and supporting documentation. Process fund switches, withdrawals and assig...

a month ago seen See more...

IFA Administration Manager

Ortus Psr

Wokingham, Berkshire

£40,000 - £45,000 Annual

A chance to manage and mentor a dedicated team of administrators. A role that includes comprehensive people management, from training to recruitment. The opportunity to contribute to a company that puts clients first and strives f...

a month ago seen See more...

Paraplanner

Ortus Psr

West Midlands, England

Were offering a unique opportunity for a Paraplanner to join a regional IFA on their Trainee Adviser scheme. You will learn the ropes Paraplanning for a Senior Adviser going out on meetings and gradually taking clients on into yo...

2 months ago seen See more...

Paraplanner

Ortus Psr

North Humberside

Provide consultative paraplanning across complex private wealth advice and caseloads. Engage in cashflow modelling and client lifestyle planning. Construct financial advice and produce suitability reports for a diverse clientele....

2 months ago seen See more...

Senior Paraplanner

Ortus Psr

West Yorkshire, England

A highly acclaimed financial planning firm, is looking to hire a Senior Paraplanner in their offices in Yorkshire between Leeds and York. Are you looking to thrive in a vibrant environment and seize growth opportunities, shape you...

2 months ago seen See more...

IFA Adminstrator

Ortus Psr

Barnstaple, Devon

28000.00 - 32000.00 GBP Annual

Provide efficient administrative support to our team of IFA's. Craft impeccable correspondence, including letters and emails. Act as a point of contact for IFA's, clients, life offices, and members of the business. Maintain and up...

2 months ago seen See more...

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Top Jobs

Senior Administrator, Financial Service, Paraplanner, Compliance Officer, Executive Assistant, Self Employ, Administrator, Team Leader, Financial Plan, Financial Adviser, Client Service Administrator, Administration Team Leader, Manager Investment, Senior Paraplanner, Financial Director,

What companies are hiring for similar jobs Ortus PSR?

The top companies hiring now for Ortus PSR similar jobs are Brook Street, Office Angels, eFinancialCareers, FlexJobs, Adecco, Hays Specialist Recruitment Limited, Heat Recruitment, Reed Insurance, Ortus PSR, Recruit UK, BWD Search & Selection, Focus Search and Selection,

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