Financial Planning Assistant
2 days ago
Our company, Ortus PSF, is a leading financial advisory firm dedicated to providing exceptional financial planning and investment management services. With a strong commitment to professionalism and client satisfaction, we pride ourselves on our collaborative culture, where employees are encouraged to grow and develop their careers.
**Associate Paraplanner Role**
We are seeking a motivated and detail-oriented individual to join our team as an Associate Paraplanner. The successful candidate will work closely with financial advisors to support the development of comprehensive financial plans and investment strategies.
**Key Responsibilities:**
- Conduct thorough financial analysis to develop and implement customized financial plans
- Utilize financial planning software to model various scenarios and projections
- Prepare and review investment proposals and reports for clients
- Collaborate with advisors to develop and implement financial strategies
- Stay up-to-date with industry trends, regulations, and changes in financial markets
- Ensure compliance with regulatory requirements and company policies
**Requirements and Qualifications:**
- Working experience in a financial advisory firm is essential
- Working knowledge of administration in a financial advisory firm
- Progress towards a Level 4 Diploma in Financial Planning is desirable
**Benefits and Perks:**
- 25 days of annual leave
- Pension scheme
- Death in Service benefit
- Potential for hybrid working
We offer a supportive and collaborative work environment, where employees can grow and develop their careers. If you are a motivated and detail-oriented individual looking to start a rewarding career in financial planning, we encourage you to apply.
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