Hybrid Financial Planning Admin | AI-Powered Case Support

Company: Ortus PSR Ltd
Apply for the Hybrid Financial Planning Admin | AI-Powered Case Support
Location: Edgware
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.

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Posted: October 21st, 2026