Current jobs related to Paraplanning Professional - Wakefield, Wakefield - Ortus PSR

  • Paraplanning Specialist

    4 weeks ago

    Wakefield, Wakefield, United Kingdom BBT Group Ltd Full time

    Paraplanning Department OpportunityWe are seeking a highly organized and detail-oriented individual to join our Paraplanning Department as a Paraplanning Specialist.About the RoleThis is a permanent, full-time position based in Wakefield, with hybrid working offered after probation.Auto enrolment pension schemeDeath in service21 days holiday plus all Bank...

  • Investment Support Specialist

    5 days ago

    Wakefield, Wakefield, United Kingdom Ortus PSR Full time

    Job Title: Paraplanning ProfessionalWe are seeking a Paraplanning Professional to work closely with Financial Planners and produce competent suitability reports. The successful candidate will be part of our growing Paraplanning Department and will have the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles,...

  • Financial Services Administrator

    1 month ago

    Wakefield, Wakefield, United Kingdom BBT Group Ltd Full time

    Paraplanning Support RoleWe are seeking a skilled Paraplanning Support Specialist to join our growing Paraplanning Department at BBT Group Ltd.This is a permanent, full-time opportunity with hybrid working offered after probation.Key Benefits:Auto enrolment pension schemeDeath in service21 days holiday plus all Bank HolidaysCompany pension schemeFree onsite...

  • Financial Services Administrator

    1 month ago

    Wakefield, Wakefield, United Kingdom BBT Group Ltd Full time

    Paraplanning Support RoleWe are seeking a skilled Paraplanning Support Specialist to join our growing Paraplanning Department at BBT Group Ltd.This is a permanent, full-time opportunity with hybrid working offered after probation.Key Benefits:Auto enrolment pension schemeDeath in service21 days holiday plus all Bank HolidaysCompany pension schemeFree onsite...

  • Financial Advisory Paraplanner

    5 days ago

    Wakefield, Wakefield, United Kingdom Lime People Search & Select Ltd Full time

    Job Title: Financial Advisory ParaplannerWe are seeking a skilled Paraplanning professional to join our team at Lime People Search & Select Ltd.The role of a Paraplanner at our firm is focused on the technical aspects of financial advice, involving report and research orientated tasks. Our administration teams handle new business processing and wider...

  • Independent Financial Adviser

    5 months ago

    Wakefield South, United Kingdom NJR Recruitment Full time

    Independent Financial Adviser - Servicing South Yorkshire NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK. Due to a pending retirement I have an excellent opportunity for a pro-active and driven Financial Planner to join their team and service a full client bank...

  • Financial Adviser

    5 months ago

    Wakefield South, United Kingdom NJR Recruitment Full time

    Independent Financial Adviser - Servicing South Yorkshire NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK. Due to a pending retirement I have an excellent opportunity for a pro-active and driven Financial Planner to join their team and service a full client bank...

Paraplanning Professional

2 months ago

Wakefield, Wakefield, United Kingdom Ortus PSR Full time
Paraplanning Role at Ortus PSR

We are seeking a skilled Paraplanner to collaborate with our Financial Planners and contribute to the production of high-quality client suitability reports. This role offers opportunities for professional growth and development, with the potential to work closely with our Investment Committee or transition into Financial Planner roles.

Key Responsibilities:
  • Work closely with Financial Planners to formulate advice, ensure client files remain compliant, and produce accurate suitability reports.
  • Complete annual suitability review letters for clients and raise any potential queries with the Financial Planner(s).
  • Assist the Paraplanning Supervisor and Investment Committee in maintaining centrally held research for the firm's Central Investment Proposition.
  • Maintain accurate information within the firm's Client Management System.
Specific Tasks:
  • Act as a point of contact within the office for nominated Financial Planners, ensuring their cases are logged and providing regular updates on case progress.
  • Prepare and maintain client files, ensuring compliance and accuracy.
  • Prepare compliant suitability reports, meeting the highest standards of quality and professionalism.
  • Complete annual suitability review letters in a timely and accurate manner.
  • Conduct research on ad-hoc withdrawals of plans to assess suitability.
Requirements:

To be considered for this role, you should have experience in Paraplanning and crafting suitability reports for Pensions and Investments.