AI-Driven Financial Planning Administrator — Hybrid

Ortus PSR Ltd; City Of London; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Modern working environment with AI

Professional development support

Collaborative team

Hybrid working

Job summary

Ortus PSR Ltd in London (Edgware area) is seeking a proactive Financial Planning Administrator to support paraplanning and advisory teams. You will manage day-to-day administrative tasks for client cases and help move files from first meeting through to implementation.

You'll work with AI-assisted tools to collate data, prepare research packs and keep back-office systems up to date, while maintaining high standards of client service and compliance.

Qualifications

• Experience in an IFA/wealth management admin is preferred.
• Strong attention to detail and ability to manage multiple cases.
• Professional communication with clients and providers.
• Willingness to embrace AI-driven tools.
• Interest in financial planning and career progression.

Responsibilities

• Support paraplanners and financial planners with day-to-day administration of client cases.
• Gather client information, including letters of authority, policy data and provider information, and chase outstanding items.
• Prepare case files and research packs to support detailed financial plans.

Skills

Administration

Attention to detail

Communication

Tech savvy

Tools

AI tools

Job description

Ortus PSR Ltd in London (Edgware area) is seeking a proactive Financial Planning Administrator to support paraplanning and advisory teams. You will manage day-to-day administrative tasks for client cases and help move files from first meeting through to implementation.

You'll work with AI-assisted tools to collate data, prepare research packs and keep back-office systems up to date, while maintaining high standards of client service and compliance.