Paraplanning Trainee

1 month ago

Leeds, Leeds, United Kingdom Ortus PSR Full time
Unlock Your Potential as a Trainee Paraplanner

Are you eager to embark on a career in paraplanning and make a meaningful impact in the wealth management industry? Ortus PSR is seeking a talented Trainee Paraplanner to join our team of experienced Financial Advisers.

About the Role

As a Trainee Paraplanner, you will have the opportunity to work closely with our Financial Advisers, assisting in the preparation of financial reports, conducting research, and supporting the development of advice documentation.

Key Responsibilities
  • Assist in the creation of financial reports and advice documentation.
  • Conduct thorough research to support pension, investment, and estate planning.
  • Aid with cashflow modelling and maintaining client records on back-office systems.
  • Provide ongoing support to the Financial Adviser, with some administrative tasks as needed.
Requirements
  • Proficiency in Microsoft Office Suite.
  • Ideal experience with systems like Quilter, Intelligent Office (iO), FinCalc, and O&M.
  • Strong attention to detail and organisational skills.
  • A solid understanding of financial planning concepts.
  • Excellent communication and teamwork abilities.
Why Ortus PSR?

At Ortus PSR, we offer a collaborative and supportive environment that allows our Trainee Paraplanners to grow and develop their skills. If you're passionate about financial planning and eager to make a difference, we encourage you to apply for this exciting opportunity.

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