Investment Support Specialist

5 days ago


Wakefield, Wakefield, United Kingdom Ortus PSR Full time

Job Title: Paraplanning Professional

We are seeking a Paraplanning Professional to work closely with Financial Planners and produce competent suitability reports. The successful candidate will be part of our growing Paraplanning Department and will have the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.

Key Responsibilities:

  • Work closely with Financial Planners to formulate advice, ensure client files remain compliant and produce competent suitability reports.
  • Complete annual suitability reviews and ensure all client documentation is up-to-date.
  • Provide administrative support to the Paraplanning Department and assist with training and competence activities.

Requirements:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently in a fast-paced environment.

Benefits:

  • Salary up to £38,000.
  • Death in Service, Medical back plan, and access to Private Medical.
  • Study support package including exams and study leave paid for.
  • Bonus scheme.
  • 21 days holiday + Bank Holiday and Christmas off, plus the opportunity to buy and sell holiday.


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