Paraplanning Expert
1 week ago
Ortus PSR is seeking a skilled Paraplanning professional to join our dynamic team in Colchester. As a Paraplanning Expert, you will play a crucial role in delivering high-level financial solutions to our clients across the South East and London.
Key Responsibilities:- Prepare Comprehensive Financial Reports: Develop high-quality suitability letters for a range of financial products, including investments and pensions.
- Liaise with Financial Advisors: Collaborate with our financial advisors to discuss and refine financial reports, ensuring accuracy and compliance.
- Conduct In-Depth Financial Analysis: Perform comprehensive financial calculations and analysis to support accurate client advice.
- Ensure Compliance and Quality: Carry out thorough CFR checks and implement feedback from our quality assurance team to maintain high standards in all documentation.
- 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.
- 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.
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Paraplanning Expert
4 days ago
Colchester, Essex, United Kingdom Ortus PSR Full time### Opportunity Overview At Ortus PSR, we're seeking a skilled Paraplanner to join our dynamic team in Colchester. As a Paraplanning Expert, you'll play a vital role in delivering top-tier financial solutions to our Adviser Clients across the South East and London. ### Key Responsibilities * Liaise with Advisers to understand their needs and provide...
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Paraplanning Expert
4 days ago
Colchester, Essex, United Kingdom Ortus PSR Full time### Opportunity Overview At Ortus PSR, we're seeking a skilled Paraplanner to join our dynamic team in Colchester. As a Paraplanning Expert, you'll play a vital role in delivering top-tier financial solutions to our Adviser Clients across the South East and London. ### Key Responsibilities * Liaise with Advisers to understand their needs and provide...
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Paraplanning Expert
2 weeks ago
Colchester, Essex, United Kingdom Ortus PSR Full timeParaplanning Role at Ortus PSROrtus PSR is seeking a skilled Paraplanning professional to join our team in Colchester. As a Paraplanning Expert, you will be responsible for providing high-level financial solutions to our clients across the South East and London.Key Responsibilities:Prepare Comprehensive Financial Reports: Develop detailed financial reports...
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Paraplanning Expert
2 weeks ago
Colchester, Essex, United Kingdom Ortus PSR Full timeParaplanning Role at Ortus PSROrtus PSR is seeking a skilled Paraplanning professional to join our team in Colchester. As a Paraplanning Expert, you will be responsible for providing high-level financial solutions to our clients across the South East and London.Key Responsibilities:Prepare Comprehensive Financial Reports: Develop detailed financial reports...
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Paraplanning Expert
4 days ago
Colchester, Essex, United Kingdom Ortus PSR Full timeUnlock Your Potential as a Paraplanner with Ortus PSRAre 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...
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Paraplanning Expert
4 days ago
Colchester, Essex, United Kingdom Ortus PSR Full timeUnlock Your Potential as a Paraplanner with Ortus PSRAre 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...
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Paraplanning Expert
1 day ago
Colchester, Essex, United Kingdom Ortus PSR Full timeUnlock Your Potential as a Paraplanner with Ortus PSRAre 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...
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Paraplanning Expert
1 day ago
Colchester, Essex, United Kingdom Ortus PSR Full timeUnlock Your Potential as a Paraplanner with Ortus PSRAre 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...
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Paraplanning Expert
2 days ago
Colchester, Essex, United Kingdom Ortus PSR Full timeUnlock Your Potential as a Paraplanner with Ortus PSRAre 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...
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Paraplanning Expert
2 days ago
Colchester, Essex, United Kingdom Ortus PSR Full timeUnlock Your Potential as a Paraplanner with Ortus PSRAre 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...
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Financial Solutions Specialist
2 weeks ago
Colchester, Essex, United Kingdom Ortus PSR Full timeExciting Opportunity at Ortus PSRWe are seeking a skilled Paraplanner to join our dynamic team in Colchester, where you will have the opportunity to focus on delivering high-level financial solutions. As a Paraplanning Professional, you will be responsible for providing expert support to our Adviser Clients across the South East and London.The Role:As a key...
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Trainee Financial Planner
4 months ago
Colchester, United Kingdom Placing Faces Full time**Title: Trainee Financial Planner** **Salary: £35-50k, OTE up to £60k** **Location: Remote/Colchester** Our client is one of the UK’s leading wealth management companies, and have received numerous awards for their financial and investment management services. They are looking for a Trainee Financial Planner to join their friendly team - they will...
