Paraplanning Expert
4 days ago
Are you a skilled Paraplanner looking to excel in a role that allows you to focus on delivering top-tier financial solutions? Ortus PSR is seeking a talented Paraplanner to join our dynamic team in Colchester, where your expertise will be at the forefront of servicing Adviser Clients across the South East and London.
The OpportunityAs a Paraplanner with Ortus PSR, you'll join a well-structured team that allows you to concentrate on providing high-level Paraplanning services. With robust processes and service levels already in place, you'll have the freedom to focus on liaising with Advisers, conducting in-depth research, and crafting detailed financial reports. Our dedicated support team will manage your administrative tasks, enabling you to maximize your impact.
What We Offer- Competitive Salary: Up to £39,000 per annum, reflective of your experience and expertise.
- Hybrid Working: Enjoy a balanced work-life arrangement with 2 days a week in the office.
- Career Development: Ongoing professional development opportunities, including support towards completing your Diploma.
- Supportive Environment: Work within a firm that values collaboration and provides the resources you need to excel.
- Prepare high-quality suitability letters for a range of financial products, particularly investments and pensions.
- Liaise with Advisers to discuss and refine financial reports.
- Conduct in-depth financial calculations and analysis to support accurate client advice.
- Carry out comprehensive CFR checks and ensure all necessary information is requested and reviewed.
- Implement feedback from Business Assurance to maintain high standards in all documentation.
- Experience: Proven experience in writing suitability reports for investments and pensions.
- Qualifications: Progress towards completing your Diploma Level 4, with a strong foundation in financial planning.
- Skills: Excellent research, analytical, and communication skills with a focus on accuracy and compliance.
- Attitude: A detail-oriented, proactive professional who thrives in a supportive, client-focused environment.
We prioritize quality and efficiency, enabling you to do what you do best—delivering exceptional Paraplanning services. Our collaborative work culture values your contributions and supports your career growth.
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Paraplanning Expert
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Colchester, Essex, United Kingdom Ortus PSR Full time### Opportunity Overview At Ortus PSR, we're seeking a skilled Paraplanner to join our dynamic team in Colchester. As a Paraplanning Expert, you'll play a vital role in delivering top-tier financial solutions to our Adviser Clients across the South East and London. ### Key Responsibilities * Liaise with Advisers to understand their needs and provide...
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Paraplanning Expert
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Colchester, Essex, United Kingdom Ortus PSR Full time### Opportunity Overview At Ortus PSR, we're seeking a skilled Paraplanner to join our dynamic team in Colchester. As a Paraplanning Expert, you'll play a vital role in delivering top-tier financial solutions to our Adviser Clients across the South East and London. ### Key Responsibilities * Liaise with Advisers to understand their needs and provide...
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