Financial Planning Specialist

4 days ago

Liverpool, Liverpool, United Kingdom Ortus PSR Full time
Paraplanner Role at Ortus PSR

We are seeking a skilled Paraplanner to support our financial advisors in delivering exceptional client service and contributing to the success of our company.

Key Responsibilities:
  • Conduct thorough research and analysis to develop comprehensive financial plans and investment strategies.
  • Prepare accurate and efficient financial reports and documentation for client reviews and meetings.
  • Assist in the implementation and ongoing management of investment strategies, ensuring compliance with regulatory standards.
  • Collaborate closely with financial advisors to provide expert support and assist in delivering top-quality service to clients.
  • Stay abreast of industry developments and regulatory requirements to ensure our practices are in line with best practices.
Requirements:
  • Proven experience in a Paraplanner role within the financial services sector.
  • Strong grasp of financial planning concepts, investment products, and regulatory requirements.
  • Proficiency in using financial planning software and tools.
  • Qualification in financial planning (e.g., Diploma in Financial Planning) is highly desirable.
  • Excellent communication skills and the ability to work effectively within a team.

This is an excellent opportunity for a motivated Paraplanner to contribute to a leading IFA company, actively participate in the delivery of exceptional financial services, and further their professional development in a supportive and collaborative environment.

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