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Paraplanning Professional

2 months ago

London, Greater London, United Kingdom Ortus PSR Full time

Job Summary:

Ortus PSR is seeking a skilled Paraplanner to join our team. As a Paraplanning Professional, you will play a crucial role in supporting our financial advisors in providing exceptional client service.

Key Responsibilities:

  • Assist in the preparation of financial plans and reports for clients
  • Conduct research and analysis to support financial planning recommendations
  • Develop and maintain knowledge of financial products and services
  • Collaborate with financial advisors to ensure seamless client service
  • Contribute to the growth and development of our financial planning team

Requirements:

  • Previous experience in paraplanning or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Diploma in a relevant field (e.g. financial planning, business administration)

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

Apply Now: