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Financial Planning Assistant

2 months ago

Wilmslow, Cheshire East, United Kingdom Ortus PSR Full time
Paraplanner Role at Ortus PSR

The Paraplanner will provide critical support to our Chartered Financial Planners in preparing client reports, conducting research, and assisting in the development of financial plans. This role is ideal for individuals who are passionate about lifelong financial planning and want to make a positive impact on our clients' lives.

As a Paraplanner at Ortus PSR, you will be part of a close-knit team that values integrity, transparency, and long-term client relationships. Our commitment to clarity and precision ensures that our clients can enjoy life fully, today and tomorrow.

Key Responsibilities:
  • Preparing detailed client reports and financial summaries.
  • Conducting thorough research on financial products.
  • Assisting with client meeting documentation.
  • Supporting the development of tailored financial plans.
  • Ensuring client files meet compliance standards.
  • Liaising with clients to gather information and provide updates.
Requirements:
  • Level 4 Diploma in Financial Planning or working towards it.
  • Strong analytical and research skills.
  • Attention to detail and accuracy.
  • Effective communication skills.
  • Ability to work collaboratively.
  • Proficiency in financial planning software.

We are committed to providing a supportive and growth-oriented environment that fosters professional development and a passion for making a positive impact. If you are a motivated and detail-oriented individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity.