Associate Financial Services Coordinator
3 weeks ago
Opportunity Overview
Ortus PSR, a leading provider of financial planning services, is seeking a skilled Associate Paraplanner to join its Adviser Support team. As a key member of the team, you will play a vital role in delivering exceptional client experiences and supporting financial advisers in their daily operations.
Key Responsibilities
- Provide administrative and technical support to financial advisers, ensuring seamless client service delivery.
- Compile and draft recommendation paperwork, including suitability reports, to meet regulatory requirements.
- Conduct in-depth tax calculations, including Inheritance Tax and Capital Gains Tax, to ensure accurate client advice.
- Prepare client valuations and gather investment/fund information to support informed decision-making.
- Maintain accurate records of client and research data, adhering to company policies and regulatory standards.
- Perform thorough product research, analysis, and due diligence to ensure the highest level of client service.
Requirements and Qualifications
To be successful in this role, you will possess excellent communication and organizational skills, with a strong attention to detail and ability to work in a fast-paced environment. A background in financial services or a related field is highly desirable.
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