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Financial Planning Assistant

2 months ago

Wilmslow, Cheshire East, United Kingdom Ortus PSR Full time
Paraplanner Role at Ortus PSR

We are seeking a skilled Paraplanner to support our Chartered Financial Planners in delivering exceptional client service. As a key member of our team, you will play a vital role in preparing client reports, conducting research, and assisting in the development of financial plans.

Key Responsibilities:
  • Prepare detailed client reports and financial summaries, ensuring accuracy and attention to detail.
  • Conduct thorough research on financial products, staying up-to-date with industry developments.
  • Assist with client meeting documentation, maintaining clear and concise records.
  • Support the development of tailored financial plans, working closely with our Chartered Financial Planners.
  • Ensure client files meet compliance standards, maintaining the highest level of professionalism.
  • Liaise with clients to gather information and provide updates, building strong relationships.
Requirements:
  • Level 4 Diploma in Financial Planning or working towards it.
  • Strong analytical and research skills, with attention to detail and accuracy.
  • Effective communication and interpersonal skills, with the ability to work in a team environment.

Salary: Up to £35,000 + Benefits