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Paraplanning Specialist

2 months ago

Brighton, Brighton and Hove, United Kingdom Ortus PSR Full time

We are seeking a skilled Paraplanning Specialist to support our Principal Adviser at Ortus PSR, a leading financial planning firm. The current Paraplanner has been promoted to a Learning and Development position, and we need someone to take on their responsibilities.

We are looking for a dedicated and experienced Paraplanning Specialist to join our team. As a Paraplanning Specialist, you will work closely with our Principal Adviser to provide technical support and guidance for client advice.

**Key Responsibilities:**

  • Collaborate with our team of Paraplanners across the UK to deliver high-quality financial planning services.
  • Work under the guidance of our people-focused Manager and with one of our leading Advisers to provide expert technical support.
  • Specialize in comprehensive research and intricate financial calculations for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
  • Provide essential technical support and guidance for client advice, including reviewing and aligning client objectives with their financial circumstances.
  • Conduct thorough research and analyze investment funds and financial products to prepare comprehensive Financial Plans.

**Career Paths:**

  • Explore multiple trajectories, including Advising and Technical Paraplanning, to develop your skills and expertise.
  • Engage in project-based work, contributing to seamless team integration and delivering exceptional results.

**Ideal Candidate:**

  • Experienced in Paraplanning with a solid grasp of Investments and Pensions products.
  • Well-versed in the Financial Planning process and able to communicate complex ideas clearly.
  • Equipped with strong interpersonal skills and a diploma or close to completion in a relevant field.