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Financial Services Coordinator

2 months ago

Weybridge, Surrey, United Kingdom Ortus PSR Full time
About the Role

Ortus PSR is seeking a highly skilled Senior Paraplanner to join our dynamic team. As a key member of our financial planning department, you will play a vital role in supporting our financial planners to deliver exceptional client experiences.

Key Responsibilities
  • Client Needs Analysis: Conduct thorough reviews of client information to understand their profiles and objectives.
  • Research and Planning: Gather necessary documentation and perform relevant research to develop accurate, compliant financial plans.
  • Compliance and Suitability: Maintain proper documentation for compliance and suitability, ensuring that all client recommendations meet the highest standards.
  • Cashflow Modelling: Prepare lifetime cashflow models to help clients achieve their financial goals.
  • Team Collaboration: Work closely with financial planners and support staff to ensure seamless delivery of client services.
Requirements
  • Strong Communication Skills: Excellent written and verbal communication skills, with the ability to articulate complex financial concepts to clients.
  • Team Player: A team player with excellent interpersonal abilities, able to work collaboratively with colleagues to achieve shared goals.
  • Organizational and Analytical Skills: Strong organizational, analytical, and problem-solving skills, with the ability to prioritize tasks and manage multiple projects.
  • Attention to Detail: A high level of attention to detail, with a focus on accuracy and precision in all aspects of the role.
  • Financial Planning Software: Proficient in financial planning software and IT tools, with the ability to learn new systems quickly.
  • Ethical Standards: A strong commitment to ethical standards and professional development, with a focus on delivering exceptional client outcomes.
Qualifications
  • Financial Knowledge: In-depth knowledge of financial products, including pensions, investments, and tax planning.
  • Regulatory Compliance: A thorough understanding of UK financial regulations, with the ability to ensure compliance in all aspects of the role.
  • Experience: A minimum of two years of paraplanning experience, with a proven track record of delivering high-quality client outcomes.
  • Qualifications: A Level 4 Diploma in Financial Planning, or equivalent qualification.
Benefits
  • Competitive Salary: A competitive salary and benefits package, reflecting the importance of this role in our organization.
  • Ongoing Development: Ongoing professional development opportunities, to ensure that you remain up-to-date with the latest financial planning techniques and regulations.
  • Supportive Environment: A supportive work environment, with a focus on collaboration and teamwork.
  • Hybrid Working: A hybrid working model, offering the flexibility to work from home and in the office.