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Senior Financial Planning Specialist

2 months ago

Bristol, Bristol, United Kingdom Ortus PSR Full time

**About the Role**

Ortus PSR is seeking a highly skilled Senior Paraplanner to join our dynamic financial planning team in Bristol. As a Senior Paraplanner, you will play a crucial role in shaping the financial futures of our clients.

**Key Responsibilities**

  • Conduct in-depth financial research and analysis to support our advisors in providing expert financial planning advice.
  • Prepare high-quality, tailored reports and financial plans for our clients, taking into account their individual needs and goals.
  • Perform complex calculations, including pension carry forward, Tapered Annual Allowance, IHT, CGT, and income tax calculations, to ensure accurate and reliable financial planning advice.
  • Provide reports and recommendations on a range of financial products tailored for high net worth clients, including BR, VCTs, EISs, and trusts.
  • Assist in developing strategic financial advice and recommendations to help our clients achieve their financial objectives.

**Requirements**

  • Strong knowledge of financial planning, products, and regulations, including the latest industry developments and trends.
  • Proven track record as a Paraplanner with excellent analytical skills and attention to detail.
  • Meticulous and thorough approach to research and report preparation, with a focus on delivering high-quality results.
  • Proficiency with financial planning software and tools, including [insert specific software or tools].
  • CII Diploma qualified with advancement to Chartered status.

**What We Offer**

As a Senior Paraplanner at Ortus PSR, you will have the opportunity to work with a dynamic and supportive team, with a focus on delivering exceptional client service and achieving outstanding results. You will also have access to ongoing training and development opportunities to help you advance your career.