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Financial Planning Specialist

2 months ago

Hove, Brighton and Hove, United Kingdom Ortus PSR Full time
Paraplanner Role at Ortus PSR

We are seeking an experienced Paraplanner to join our dynamic and forward-thinking IFA business in Brighton. As a key member of our team, you will play a vital role in supporting our Financial Advisers in delivering exceptional client service.

Key Responsibilities:
  • Client File Management: Ensure accurate and up-to-date client files, gathering quantitative data to compile comprehensive financial plans.
  • Recommendation Preparation: Conduct thorough research to identify suitable financial solutions, preparing draft reports and liaising with clients' legal and tax advisers as necessary.
  • Implementation: Prepare suitability letters, complete application forms, and implement chosen investment strategies, ensuring all compliance paperwork is accurate and up-to-date.
  • Review and Relationship Management: Act as the main point of contact for clients, handle queries efficiently, review investment portfolios, and organize future planning meetings, maintaining strong client relationships and supporting ongoing client needs.
Requirements:
  • Proven experience in paraplanning and supporting Financial Advisers.
  • Strong analytical, communication, and organizational skills.
  • Proficiency in financial planning software and a thorough understanding of FCA regulations.
  • Commitment to ethical practices and always acting in the best interests of clients.

Elevate your career in a supportive, innovative, and client-focused environment. If you are a dedicated, proactive, and independent professional, this opportunity is perfect for you.