Paraplanning Professional

2 days ago


London, Greater London, United Kingdom Ortus PSR Full time

Job Summary:

Ortus PSR is seeking a skilled Paraplanner to join our team. As a Paraplanning Professional, you will play a crucial role in supporting our financial advisors in providing exceptional client service.

Key Responsibilities:

  • Assist in the preparation of financial plans and reports for clients
  • Conduct research and analysis to support financial planning recommendations
  • Develop and maintain knowledge of financial products and services
  • Collaborate with financial advisors to ensure seamless client service
  • Contribute to the growth and development of our financial planning team

Requirements:

  • Diploma in Financial Planning or related field (desirable)
  • Proven experience in paraplanning or a related role
  • Excellent analytical and problem-solving skills
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

How to Apply:

If you are a motivated and detail-oriented individual with a passion for financial planning, please submit your application.



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