Financial Planning Specialist

3 days ago


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

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.
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.

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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