Paraplanner - Wealth Management Professional
1 week ago
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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