Paraplanner - Wealth Management Professional

1 week ago


Barnet, Greater London, United Kingdom Ortus PSR Full time

About the Opportunity:

Ortus PSR is seeking a skilled Paraplanner to join their team, providing support to Financial Advisers in crafting personalized financial plans.

This role offers a unique opportunity to apply your expertise, work with industry-leading tools, and contribute to delivering tailored financial solutions.

Key Responsibilities:

  • Collaborate closely with Financial Advisers to perform detailed financial analysis and ensure clients receive top-tier advice.
  • Utilize advanced tools like Voyant, FE Analytics, Salesforce, and Excel to interpret and analyze complex financial data.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and support.
  • Stay up-to-date with industry developments and best practices, applying this knowledge to improve financial planning processes.

Requirements:

  • Diploma-qualified (DipPFS or equivalent) with proven experience in a Paraplanner role, particularly within a financial advisory setting.
  • Proficiency in Voyant, FE Analytics, Salesforce, and Excel is essential.
  • Strong communication skills, attention to detail, and a proactive attitude toward continuous learning are crucial.

What We Offer:

Ortus PSR offers a competitive salary, clear career progression opportunities, and support for further qualifications.

You'll be joining a collaborative team where your contributions are highly valued, with an emphasis on both professional excellence and work-life balance.



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