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Technical Paraplanner

2 months ago

Hove, Brighton and Hove, United Kingdom Ortus PSR Full time
About the Role

We are seeking a highly skilled and experienced Paraplanner to join our team at Ortus PSR, a dynamic and forward-thinking IFA business in Brighton. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service and delivering high-quality financial solutions.

Key Responsibilities
  • Client File Management: Prepare and maintain accurate and up-to-date client files, ensuring all compliance paperwork is in order, and gather quantitative data to compile comprehensive financial plans.
  • Recommendation Preparation: Conduct thorough and independent research to identify suitable financial solutions, prepare draft reports, and liaise with clients' legal and tax advisers when necessary.
  • Implementation: Prepare suitability letters, complete application forms, and implement chosen investment strategies, ensuring all compliance paperwork is accurate and up-to-date.
  • Review and Relationship Management: Act as the main point of contact for clients, handle queries efficiently, review investment portfolios, and organize future planning meetings, maintaining strong client relationships and supporting ongoing client needs.
Requirements
  • Proven experience in paraplanning and supporting Financial Advisers.
  • Strong analytical, communication, and organizational skills.
  • Proficiency in financial planning software and a thorough understanding of FCA regulations.
  • Commitment to ethical practices and always acting in the best interests of clients.
About Ortus PSR

Ortus PSR is a leading IFA business dedicated to providing exceptional client service and delivering high-quality financial solutions. We are committed to fostering a supportive and innovative work environment that allows our employees to thrive and grow.