Senior Financial Planner: Complex Needs & Cashflow
Listed on 2026-10-21
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Finance & Banking
Financial Advisor / Consultant, Senior Financial Analyst, Wealth Management, Portfolio & Asset Management
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.
The Senior Financial Planner:
Complex Needs & Cashflow role at Ortus PSR Ltd. is now open for applications in West of England, England, United Kingdom.
The Senior Financial Planner:
Complex Needs & Cashflow position in the Finance field is open for applications.
We have an opening for a Senior Financial Planner:
Complex Needs & Cashflow in West of England, England, United Kingdom within Finance.
This role, Senior Financial Planner:
Complex Needs & Cashflow at Ortus PSR Ltd., could be your next career step.
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