Hybrid Financial Planning Admin | AI-Powered Case Support

Ortus PSR Ltd; Edgware; Hybrid; GBP 36,000 - 44,000; Full time

Benefits offered by this job

Modern AI tools

Paraplanning exposure

Qualifications support

Job summary

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.

Qualifications

• Administration experience within an IFA, wealth management or financial services firm (preferred but not essential for the right person)
• Strong attention to detail and a well-organised approach to managing multiple cases
• Confident, professional communication with clients, providers and colleagues
• Comfort with technology and a willingness to embrace new AI-driven tools and ways of working
• A proactive mindset. You spot what needs doing before being asked
• An interest in financial planning, with an eye on progressing your career

Responsibilities

• Supporting the Paraplanners and Financial Planners with the day-to-day administration of client cases
• Gathering client information, including letters of authority, policy data and provider information, and chasing outstanding items
• Preparing case files and research packs so the Paraplanners have what they need to build detailed financial plans
• Using AI-assisted tools to collate data, draft documents and speed up routine processing
• Processing new business applications, transfers and investment instructions through to completion
• Keeping the back-office system accurate and up to date
• Liaising with providers, platforms and clients by phone and email
• Supporting annual reviews by preparing valuations, review packs and meeting documentation
• Making sure all files meet compliance requirements

Job description

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.