What we do

Ortus PSR has access to the top Financial Services Jobs within the Wealth Management market. We are able to match people with leading businesses across the UK&rsquo;s major cities and in the surrounding regions.
Mission Statement:
&ldquo;Help Businesses and people to grow and thrive&rdquo; Our Vision:
&ldquo;Help people to Rise &amp; Thrive&rdquo;
Our business is driven by our shared Values
Honesty
<ul>
<li>We communicate with honesty to build trust.</li>
</ul>
Respect
<ul>
<li>Doing the right thing is important to us.</li>
</ul>
Understanding
<ul>
<li>We take the time to listen, to understand.</li>
</ul>
Fun
<ul>
<li>We enjoy what we do and inspire others.</li>
</ul>
Excellence
<ul>
<li>We strive to be the best and deliver to impress.</li>
</ul>
Teamwork
<ul>
<li>We work as one to thrive</li>
</ul>

What we stand for

Our vision is to help people and organisations thrive

External links

Looking for a new opportunity as a Paraplanner as you feel undervalues?&nbsp; 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 delivering exceptional financial services. The Salary 40,000 - 45,000 and benefits including life cover, pension scheme, discretionary days off currently being offered for birthday and Christmas Eve as well as free parking at the onsite car park. The team believes in putting their clients' financial well-being at the forefront. With a track record of excellence and a dedication to personalised strategies, they offer a range of services including investment planning, retirement planning, estate planning, and more. The team of professionals values integrity, innovation, and collaboration, creating an environment where growth and learning thrive. You will play a pivotal role in supporting our financial advisors in crafting tailored financial plans that meet our clients' goals and aspirations. Your attention to detail, analytical skills, and financial acumen will contribute to the seamless execution of our services and the overall satisfaction of our clients. Key Responsibilities: Collaborate with financial advisors to gather and analyse client financial data Complete &nbsp;the preparation of financial plans, investment strategies, and retirement projections Conduct research on investment products, market trends, and regulatory updates Prepare client meeting materials and contribute to client presentations Ensure accuracy and compliance in all documentation and reports Maintain client records and update databases with relevant information Stay current with industry best practices and regulatory changes Qualifications: Previous experience in a paraplanning or financial planning role preferred Strong understanding of financial planning concepts and investment products Proficiency in financial software and tools, including CRM systems Excellent communication and interpersonal skills Detail-oriented with strong analytical abilities

Paraplanner

Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning? Look no further! We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team. The salary range for a Qualified Paraplanner is up to 58,000 Benefits and Hybrid working. Be part of an Award-winning Chartered Financial Planning firm, a rapidly growing national Independent Financial Advice powerhouse that is a Values-driven partnership with a focus on client-centric bespoke financial plans. The team are commitment to employee development, offering technical advancement and qualification sponsorship. Responsibilities:&nbsp; As a Paraplanner, you will play a crucial role in supporting an Adviser, collaborating with the wider team to ensure our clients receive quality advice and support. Conducting extensive research and providing technical assessments and reports Creating lifetime cashflow models and comprehensive financial plans Providing strong technical advice and guidance to Advisers Engaging professionally with well-informed clients Acting as a mentor for junior team members Keeping up-to-date with market changes, compliance, and legislative considerations Key Requirements: Level 4 – CII Diploma of Financial Planning or equivalent (Mandatory) Highly Desirable: Advanced qualifications, Chartered Financial Planner, or working towards experience in a similar role at an IFA / Wealth Management firm Comprehensive technical knowledge of Investment, Tax, Trust, and Pension products

We are currently seeking a Senior IFA &nbsp;Administrator to join a dynamic IFA firm directly authorised by the FCA. &nbsp;As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for.&nbsp; Salary on offer to join their IFA Administration team is up to 35,000 Benefits Pension scheme, new members on 4% &nbsp;matched. &nbsp;Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply

IFA Administrator

A leading financial services firm dedicated to providing exceptional wealth management solutions to their clients is looking to hire a highly technical Team Leader. With a commitment to excellence and a client-centric approach, our client is expanding their team and seeking a dynamic individual to join us as an IFA Administration Team Leader with a focus on operations and technical questions as they already have a Team Leader who is people focused and they need someone to compliment their skill set. IFA Administration Team Leader Salary is up to 45,000 Benefits and hybrid working. As the IFA Administration Team Leader – Technical / Operations Focus, you will be responsible for overseeing and optimising the administrative operations within an Independent Financial Advisor (IFA) team. You will play a key role in ensuring seamless day-to-day activities, process efficiency, and team performance. Your responsibilities will include: 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 improvement and operational excellence. Streamline and enhance administrative processes to improve efficiency and accuracy. Ensure compliance with industry regulations and company policies. Monitor and report on key performance indicators (KPIs) to track the team's effectiveness. Collaborate with IFAs to understand client needs and expectations. Oversee the delivery of exceptional client service through effective communication and problem resolution. To be considered: Proven experience in a leadership role within financial services administration, preferably in an IFA / Wealth Management environment. Strong understanding of financial products, regulations, and industry best practices. Excellent organisational and multitasking abilities with a keen eye for detail. Effective communication and interpersonal skills. Proficient in the use of relevant software and systems.