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Investment Support Analyst
2 months ago
Job Summary:
Ortus PSR is seeking a highly skilled Paraplanner to join our dynamic team. As a key member of our financial services firm, you will play a crucial role in supporting our financial advisors by conducting in-depth analysis, research, and preparing financial reports.
Key Responsibilities:
- Conduct thorough research and analysis to support the development of comprehensive financial plans and investment strategies.
- Prepare accurate and efficient financial reports and documentation for client reviews and meetings.
- Assist in the implementation and ongoing management of investment strategies, ensuring compliance with regulatory standards.
- Collaborate closely with financial advisors to provide expert support and assist in delivering top-quality service to clients.
- Stay abreast of industry developments and regulatory requirements to ensure our practices are in line with best practices.
Requirements:
- Proven experience in a Paraplanner role within the financial services sector.
- Strong grasp of financial planning concepts, investment products, and regulatory requirements.
- Proficiency in using financial planning software and tools.
- Qualification in financial planning (e.g., Diploma in Financial Planning) is highly desirable.
- Excellent communication skills and the ability to work effectively within a team.
About Ortus PSR:
Ortus PSR is a reputable and established Independent Financial Advisor (IFA) company committed to providing expert financial guidance and support to our diverse range of clients. We foster a collaborative and inclusive culture where employees are encouraged to develop their skills and thrive in a supportive environment.
