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Financial Planning Assistant

2 months ago

Nottingham, Nottingham, United Kingdom Ortus PSR Full time

Paraplanning Role at Ortus PSR

We are seeking a skilled Paraplanning Specialist to support our financial advisers and contribute to the success of our wealth management firm. As a detail-oriented professional, you will play a crucial role in delivering bespoke financial advice to high-net-worth clients.

Why this role?

  • Collaborative Environment: Join a supportive and inclusive team culture where your contributions are valued.
  • Client Exposure: Work closely with high-net-worth individuals, gaining experience in sophisticated financial planning strategies.
  • Clear Pathway for Development: Benefit from a clear pathway for career progression with full support for further qualifications.
  • Prestigious Firm: Be part of a highly regarded company known for its personalized financial planning and investment expertise.

Key Responsibilities:

  • Prepare detailed suitability reports and financial planning recommendations for clients.
  • Conduct research and analysis on products, including pensions, investments, and protection solutions.
  • Assist advisers in preparing for client meetings, providing comprehensive technical support.
  • Liaise with clients and providers to ensure the smooth implementation of financial plans.
  • Ensure all reports and advice adhere to FCA compliance standards.
  • Maintain and update client files, keeping records accurate and up-to-date.

Salary and Benefits:

  • Competitive Salary: £35,000 – £40,000 (dependent on experience and qualifications).
  • Bonus Structure: Performance-based rewards.
  • Work-Life Balance: 25 days holiday plus bank holidays, with flexible working options available.

Requirements:

  • Diploma-qualified (DipPFS or equivalent), with a strong understanding of financial planning and products.
  • Experience in a paraplanning role within an IFA or wealth management firm.
  • Excellent report-writing skills with strong attention to detail.
  • Proficiency in financial software (e.g., Intelligent Office, Voyant) and Microsoft Office.
  • Strong communication skills and the ability to work both independently and as part of a team.