Senior Financial Planner: Complex Needs & Cashflow

Ortus PSR Ltd. in Glasgow seeks an Experienced Financial Planner to advise a portfolio of 150–250 households on investments, pensions, protection and intergenerational planning, with interactive cashflow modelling.

You will build long-term relationships through regular reviews and proactive communication, supported by adviser staff, paraplanners and ongoing CPD. A busy, client-focused environment awaits with a strong central proposition.

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