ORTUS PSR Salary

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6 reviews in total
  Bristol
56 FALMOUTH ROAD BRISTOL BS7 8PX ENGLAND
  http://ortuspsr.co.uk
TIN: 12925753
  Human Resources
Rating of the company
based on 0 evaluations
6 reviews in total

Earnings on positions in ORTUS PSR

ORTUS PSR is looking for employees for positions:

customer service administrator

Trade

  • administrative Assistance
  • Administrative Assistance

Responsibility

  • assist financial advisors with client account management and paperwork
  • provide outstanding customer service to clients, addressing their inquiries and requests promptly and professionally
  • collaborate with the broader administrative team to streamline office operations
  • maintain accurate and organised records, ensuring compliance with financial regulations
  • work closely with advisors and Paraplanners to support their financial planning and execution processes

Requirements

  • 1-2 years of experience in IFA administration essential
  • strong attention to detail and organisational skills
  • excellent communication and customer service abilities
  • A willingness to learn and adapt in a fast-paced, dynamic environment
  • proficiency with relevant software and tools
  • A genuine interest in finance and helping clients achieve their financial goals

operations administrator

Working hours

  • full-time

Responsibility

  • full time in office, flexible with hours. Salary of up to £25,000 and other great benefits, including overtime and bonuses
  • we are recruiting on behalf of a well-established IFA Firm, with beautiful offices in Broomfield / Chelmsford area who are looking to bring on a Operations Administrator to join the wonderful, robust team there
  • client transactions: illustrations, money laundering checks, confirmation letters, and addressing client queries
  • annual review packs: providing up-to-date client information for annual reviews
  • drawdown reviews: sending annual client letters for policy updates
  • appointments: booking cover and updating meeting room calendar
  • client requests: valuations and adhoc client requests
  • adhoc projects: mailers, marketing, MI reports, budget changes, rebalancing, and investment checks

Requirements

  • excellent organisational and time management skills, with the ability to multitask and prioritise effectively
  • strong attention to detail and exceptional problem-solving abilities
  • excellent verbal and written communication skills, with the ability to interact professionally with internal and external stakeholders
  • proactive attitude, looking for future Leaders and people wanting to go into back office management in an IFA
  • graduate or min 1year office experience
  • if you are ready to start your career within financial services APPLY Now

office manager

Responsibility

  • as they continue to grow, my client is looking for a Back Office Manager to lead the expanding support team
  • job Title: Back Office Manager
  • our client, is a newer national Independent Financial Advisor firm, dedicated to providing exceptional financial planning services to clients across the UK
  • desired Technical experience to help my client build out their platforms and back office systems
  • location: London or Hampshire
  • with a dynamic team of advisers, paraplanners, and administrators, they are focused on building a strong reputation for excellence in the financial industry
  • the Back Office Manager will play a pivotal role in ensuring the efficiency and effectiveness of the operations, supporting the advisers, so they can deliver top-notch service to our valued clients
  • need a minimum of 5 years experience within the Wealth Management industry, in the support / back office side with a strong preference for experience managing a team

client manager

Responsibility

  • the salary to be part of the IFA Administration team is up to £24,000
  • everyone in this IFA firm now work a 4-Day Week they do not condense hours or work longer in the week either. Simply Mon-Thursday 0900-1700
  • are you a people-oriented individual with a knack for building strong connections? Do you have a passion for delivering exceptional client experiences? If so, we have a fantastic opportunity for you! We're seeking a Client Relationship Manager to join an IFA firm based in Cardiff and play a vital role in fostering positive relationships with their valued clients
  • assist in preparing meeting rooms and materials for client meetings
  • assist in obtaining necessary information for client reviews
  • act as the primary point of contact for clients and inquiries via phone, email, and in-person interactions

Requirements

  • experience of working in the Financial Services profession and have knowledge of either Investments or pensions
  • strong communication skills
  • attention to detail

junior administrator

Responsibility

  • work closely with everyone in the office, providing support in different areas
  • inputting data, processing applications, and obtaining necessary information
  • assisting with the processing of applications and maintaining accurate records
  • obtaining necessary information from various sources to support office operations

Requirements

  • good time management, attention to detail, and accuracy
  • able to prioritise tasks effectively
  • strong communication and IT skills
  • to apply, please submit your resume. We look forward to hearing from you

managing director

Salary

  • salary

Responsibility

  • manage day-to-day operations of the business
  • supervise and monitor the activity and performance of the Advisory team
  • coordinate with heads of Paraplanning, Administration, Compliance, Marketing, and Secretarial teams
  • report to the board of directors regarding business targets
  • oversee HR functions and staff training programs
  • manage lead distribution within the team
  • write client communications
  • ensure all facets of the business function correctly and meet deadlines

Requirements

  • experience in running a contemporary IFA/Financial Services business
  • strong people management skills
  • ideally a Chartered Financial Planner with a thorough understanding of the current Pensions & Investments landscape
  • familiarity with back-office systems, investment platforms, and cashflow modelling software
  • willingness to undertake training to develop areas of weakness
  • experience managing an IFA business or progressing to a senior role within a business

finance manager

Requirements

  • the company will pay for Hover travel to and from the site and parking
  • additionally, you will be part of an environment of continuous learning, where you can grow and establish your own career aspiration
  • the successful candidate will be ACA, CIMA or ACCA qualified or equivalent with demonstrable experience of Manufacturing accounting. You should have solid knowledge of GAAP and regulations
  • why Apply? Our client offers an excellent hybrid working environment, 1-2 days at home, as well as subsidised travel and parking
  • the company prides itself on its people, culture, values and safety, and we are excited to have you join our team

personal assistant

Responsibility

  • manage the Financial Planner's diary and schedule appointments
  • organise and coordinate meetings with clients
  • draft and proofread correspondence and reports
  • manage client files and maintain accurate records
  • assist in the preparation of financial reports and presentations
  • handle client queries and provide excellent customer service
  • perform general administrative duties as required

Requirements

  • proven experience as a Personal Assistant within a Professional services environment
  • excellent organisational and time management skills
  • strong written and verbal communication skills
  • high attention to detail and accuracy

supervisor

Responsibility

  • manage workflow and task allocation within the team, ensuring efficient operations
  • effectively manage deadlines and adhere to agreed processes for seamless workflow
  • identify and review process issues or areas for improvement, escalating them to the Finance Acquisitions Manager
  • dealing with any staffing or workflow issues/requirements within the team
  • identify training needs for all team members, liaising with the Administration Support
  • provide training and support to team members, identifying their training requirements when necessary
  • identify any process issues/improvements
  • review and sign off monthly Acquisition/Client Sale summaries

Requirements

  • finance experience, which will be advantageous in this position
  • strong numerical skills with a keen eye for accuracy
  • excellent knowledge of Microsoft Excel, including proficiency in lookup, pivot tables, and index match functions
  • ability to work effectively under deadlines and manage priorities
  • strong planning and organizational skills

compliance manager

Working hours

  • part-time

Responsibility

  • this is a part-time opportunity for someone with experience in either Compliance or Paraplaning in an IFA firm
  • A dynamic and fast-growing financial planning firm is seeking an experienced Compliance Manager to join their team
  • overseeing all compliance work to ensure it is up-to-date, including KPI reports, registers, file auditing/remedial actions, FCA reports, manuals, and documentation
  • manage the FCA relationship and ensure completion of all FCA reporting duties
  • you will be leading a team of financial planning supervisors/administration assistants
  • keeping Compliance logs up-to-date and ensuring that FGIFS remains compliant at all times
  • conduct horizon scanning to identify and address future compliance issues
  • the salary for this role as Compliance Office Manager up to £30,000 for 25 hours a week

Requirements

  • hold a minimum of 4 Diploma / QCF Level 4 qualifications
  • possess experience in developing a strong control environment within the financial services sector
  • strong knowledge of FCA regulations and compliance requirements
  • demonstrate a proven ability to report with clarity on compliance issues and actions taken to resolve them
  • excellent attention to detail and ability to meet deadlines
  • display a proven ability to assess the priority and importance of reporting
  • strong leadership and team management skills
  • effective communication and interpersonal skills

Changes in earnings for the position paraplanner

0700 £1.4K £2.1K £2.8K £3.5K £
0700 £1.4K £2.1K £2.8K £3.5K £4.2K £
2024
2025

Data based on job offers published by the company

National average salary

2950 £

Average salary in this company

4166 £