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Paraplanner - Financial Planning Specialist

2 months ago

Barnet, Greater London, United Kingdom Ortus PSR Full time

About the Opportunity: Ortus PSR, a leading financial advisory firm, is seeking a skilled Paraplanner to join their team. This role offers a unique opportunity to apply your expertise, work with industry-leading tools, and contribute to delivering tailored financial solutions.

Key Responsibilities:

  • Collaborate closely with Financial Advisers to craft personalized financial plans.
  • Utilize advanced tools like Voyant, FE Analytics, Salesforce, and Excel to perform detailed financial analysis.
  • Interpret and analyze complex financial data to provide top-tier advice to clients.

Requirements:

  • Diploma-qualified (DipPFS or equivalent) with proven experience in a Paraplanner role, particularly within a financial advisory setting.
  • Proficiency in Voyant, FE Analytics, Salesforce, and Excel is essential.
  • Strong communication skills and attention to detail are crucial.
  • A proactive attitude toward continuous learning is required.

What We Offer:

  • A competitive salary.
  • Clear career progression opportunities.
  • Support for further qualifications.
  • A collaborative team environment where your contributions are highly valued.
  • An emphasis on both professional excellence and work-life balance.