Ortus PSR Ltd. is seeking a Trainee Financial Adviser in Enderby. This role involves a structured two-year development program for individuals with experience in financial services, such as Paraplanners or Administrators. Responsibilities include attending client meetings, preparing documentation, and assisting in holistic financial planning. The ideal candidate will be part-qualified or fully qualified at Level 4 Diploma in Financial Planning and ready to build meaningful relationships with high-net-worth clients.
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