AI-Driven Financial Planning Administrator — Hybrid

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.

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