Senior Financial Planning Specialist

1 week ago

Weybridge, Surrey, United Kingdom Ortus PSR Full time
{"title": "Paraplanning Role Overview", "content": "Paraplanning Role Overview

As a Paraplanner at Ortus PSR, you will play a vital role in supporting our financial planners to deliver exceptional client experiences. Your primary responsibility will be to analyze client needs, conduct research, and prepare compliant financial recommendations.

Key Responsibilities
  • Support Financial Planners: Assist with non-client facing tasks, including preparation and administration of recommendations.
  • Analyze Client Needs: Review client information to understand profiles and objectives.
  • Conduct Research: Gather necessary documentation and perform relevant research.
  • Create Financial Plans: Develop accurate, compliant financial plans.
  • Ensure Compliance: Maintain proper documentation for compliance and suitability.
  • Cashflow Modelling: Prepare lifetime cashflow models.
  • Handle Client Queries: Address client inquiries as needed.
  • Team Collaboration: Work closely with financial planners and support staff.
Requirements
  • Strong Communication Skills: Effective communication is essential for success in this role.
  • Team Player: You will work closely with financial planners and support staff, so excellent interpersonal skills are required.
  • Organizational, Analytical, and Problem-Solving Skills: You will need to be highly organized, analytical, and able to solve complex problems.
  • Attention to Detail: Maintaining attention to detail is crucial in this role.
  • Proficient in Financial Planning Software and IT Tools: You will need to be proficient in financial planning software and IT tools.
  • Ethical Standards and Commitment to Professional Development: You will need to adhere to high ethical standards and be committed to ongoing professional development.
Qualifications
  • Knowledge of Financial Products: You will need to have a solid understanding of financial products, including pensions, investments, and tax planning.
  • Understanding of UK Financial Regulations: You will need to be familiar with UK financial regulations.
  • Minimum Two Years of Paraplanning Experience: You will need to have a minimum of two years of paraplanning experience.
  • Level 4 Diploma in Financial Planning: You will need to hold a Level 4 Diploma in Financial Planning.
Benefits
  • Competitive Salary and Benefits Package: You will receive a competitive salary and benefits package.
  • Ongoing Professional Development: You will have access to ongoing professional development opportunities.
  • Supportive Work Environment: You will work in a supportive and collaborative environment.
  • Opportunity to Make a Significant Impact: You will have the opportunity to make a significant impact in the financial services industry.
  • Hybrid Working Model: You will have the flexibility to work from home and in the office.

We are committed to helping our clients achieve their financial goals through tailored advice and support. If you are a detail-oriented and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

", "lang_code": "en-US"}

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