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Paraplanner Opportunity

2 months ago

London, Greater London, United Kingdom Ortus PSR Full time
Paraplanner Role at Ortus PSR

We are seeking an experienced Paraplanner to join our team at Ortus PSR, a multi-office IFA firm with a strong focus on financial planning and discretionary investment management.

About the Role

This is an exciting opportunity for a skilled Paraplanner to work with our team of over 230 professionals, providing technical assistance and ensuring high standards of client service.

Key Responsibilities
  • Preparing suitability reports for complex cases
  • Conducting tax calculations and creating client cash flow models
  • Analyzing client portfolios and existing investments
  • Assisting advisers with technical queries and complex case solutions
  • Peer reviewing work and contributing to team processes
  • Participating in client meetings and assisting in training new team members
Requirements
  • Experience in a paraplanning role within an IFA or wealth management setting
  • Diploma-qualified (CII Level 4), with strong technical knowledge of financial products
  • Proficient with IT tools such as FE Analytics, Voyant, and Curo
  • Excellent attention to detail and communication skills, both verbal and written
  • A team player who thrives in a fast-paced environment
What We Offer
  • Competitive salary: £35,000 - £45,000, based on experience, along with a comprehensive benefits package
  • Hybrid working: A balanced work arrangement with 3 days remote and 2 days in the London office
  • Career development: Opportunities for further qualifications and career advancement
  • Strong team culture: A vibrant and collaborative team who value flexibility, work-life balance, and a fun working environment