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Financial Planning Specialist

2 months ago

Chester, Cheshire, United Kingdom Ortus PSR Full time
{"title": "Paraplanner Opportunity at Ortus PSR", "content": "Exciting Opportunity for a Paraplanner

A leading financial services firm in Chester is seeking an experienced Paraplanner to join their dynamic team. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating tailored financial plans and ensuring compliance with regulatory standards.

Key Highlights:
  • Flexibility: Enjoy adaptable working hours that fit your lifestyle.
  • Career Growth: Access to full sponsorship for industry qualifications and continuous professional development.
  • Collaborative Environment: Work within a supportive team dedicated to client success.
Core Responsibilities:
  • Conducting in-depth financial analysis and research.
  • Preparing and maintaining client reports and documentation.
  • Assisting advisers with the formulation of client financial plans and strategies.
Benefits Package:
  • Competitive Salary: Up to £45,000.
  • Generous Pension Scheme.
  • Comprehensive Study Support.

This is a prime opportunity for a Paraplanner eager to contribute to a firm that values professional development and offers a clear path for career advancement.

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