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Financial Planning Associate

2 months ago

Bristol, Bristol, United Kingdom Ortus PSR Full time
Opportunity Overview

Ortus PSR, a leading Chartered Financial Planning firm in South Bristol, is seeking a dedicated Associate Paraplanner to join their thriving Adviser Support team. This is an excellent chance to develop your skills in a dynamic, client-focused environment.

Key Responsibilities
  • Provide critical administrative and technical support to financial advisers
  • Compile recommendation paperwork, including drafting suitability reports
  • Conduct tax calculations such as Inheritance Tax and Capital Gains Tax
  • Prepare client valuations and gather investment/fund information
  • Ensure accurate maintenance of client and research records in line with company policies
  • Perform in-depth product research, analysis, and due diligence
  • Communicate with clients, providers, and professional connections via phone and email
  • Submit new business applications, monitor progress, and validate provider work
  • Prepare documents for client meetings, ensuring everything is in place
Requirements
  • Experience in an office environment with strong administrative skills
  • An excellent telephone manner and great interpersonal skills
  • Meticulous attention to detail and strong written communication
  • Sound numerical skills and the ability to juggle multiple tasks
  • Critical thinking and problem-solving abilities
  • Proficient in IT, especially Office365 (Word, Excel, Teams)
  • A working knowledge of investments, pensions, and tax
  • Diploma-level qualifications are advantageous
  • Familiarity with Intelligent Office, O&M, Selectapension, and provider systems is a plus
What We Offer
  • Competitive salary with potential for bonuses
  • Generous non-contributory pension scheme (8% employer contribution)
  • Group life cover and group PHI (Permanent Health Insurance)
  • 25 days of holiday plus Bank Holidays, providing you with ample time to recharge