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Paraplanning Expert

2 months ago

Colchester, Essex, United Kingdom Ortus PSR Full time
Unlock Your Potential as a Paraplanner with Ortus PSR

Are you a skilled Paraplanner looking to excel in a role that allows you to focus on delivering top-tier financial solutions? Ortus PSR is seeking a talented Paraplanner to join our dynamic team in Colchester, where your expertise will be at the forefront of servicing Adviser Clients across the South East and London.

The Opportunity

As a Paraplanner with Ortus PSR, you'll join a well-structured team that allows you to concentrate on providing high-level Paraplanning services. With robust processes and service levels already in place, you'll have the freedom to focus on liaising with Advisers, conducting in-depth research, and crafting detailed financial reports. Our dedicated support team will manage your administrative tasks, enabling you to maximize your impact.

What We Offer
  • Competitive Salary: Up to £39,000 per annum, reflective of your experience and expertise.
  • Hybrid Working: Enjoy a balanced work-life arrangement with 2 days a week in the office.
  • Career Development: Ongoing professional development opportunities, including support towards completing your Diploma.
  • Supportive Environment: Work within a firm that values collaboration and provides the resources you need to excel.
Your Responsibilities
  • Prepare high-quality suitability letters for a range of financial products, particularly investments and pensions.
  • Liaise with Advisers to discuss and refine financial reports.
  • Conduct in-depth financial calculations and analysis to support accurate client advice.
  • Carry out comprehensive CFR checks and ensure all necessary information is requested and reviewed.
  • Implement feedback from Business Assurance to maintain high standards in all documentation.
What We're Looking For
  • Experience: Proven experience in writing suitability reports for investments and pensions.
  • Qualifications: Progress towards completing your Diploma Level 4, with a strong foundation in financial planning.
  • Skills: Excellent research, analytical, and communication skills with a focus on accuracy and compliance.
  • Attitude: A detail-oriented, proactive professional who thrives in a supportive, client-focused environment.

At Ortus PSR, we prioritize quality and efficiency, enabling you to do what you do best—delivering exceptional Paraplanning services. We are committed to fostering a collaborative work culture where your contributions are valued, and your career growth is supported.