Financial Planning Specialist
3 days ago
We are seeking a skilled Paraplanner to join our team at Ortus PSR in Brighton. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service.
Key Responsibilities:- Client File Management: Ensure accurate and up-to-date client files, including compliance paperwork and quantitative data for financial planning.
- Recommendation Preparation: Conduct thorough research to identify suitable financial solutions, prepare draft reports, and collaborate with clients' legal and tax advisers as needed.
- 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 primary point of contact for clients, handle queries efficiently, review investment portfolios, and organize future planning meetings to maintain strong client relationships.
- 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.
At Ortus PSR, we offer a competitive salary of up to £45,000, excellent company benefits, and the opportunity to thrive in a dynamic and forward-thinking environment. If you are a dedicated, proactive, and independent professional, this role is perfect for you.
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Financial Planning Specialist
3 days ago
Hove, Brighton and Hove, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRWe are seeking a skilled Paraplanner to join our team at Ortus PSR in Brighton. As a Paraplanner, you will play a vital role in supporting our Financial Advisers in providing exceptional client service.Key Responsibilities:Client File Management: Ensure accurate and up-to-date client files, including compliance paperwork and...
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Financial Planning Specialist
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Hove, Brighton and Hove, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRWe are seeking a skilled Paraplanner to join our team at Ortus PSR in Brighton. As a Paraplanner, you will play a vital role in supporting our Financial Advisers in providing exceptional client service.Key Responsibilities:Client File Management: Ensure accurate and up-to-date client files, including compliance paperwork and...
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Financial Planning Specialist
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Financial Planning Specialist
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Hove, Brighton and Hove, United Kingdom Ortus PSR Full timeParaplanner Role at Ortus PSRWe 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...
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