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Financial Planning Assistant
2 months ago
Ortus PSR is seeking a skilled Paraplanner to support our financial advisors in delivering exceptional client service. As a Paraplanner, you will play a vital role in conducting research, preparing reports, and ensuring the smooth implementation of financial plans.
Key Responsibilities:- Conduct thorough research on investment products, pension schemes, and other financial instruments to provide accurate and detailed financial reports.
- Assist in the development of financial plans based on clients' goals and objectives, ensuring compliance with industry regulations and company standards.
- Liaise with financial advisors and clients to gather necessary information and clarify requirements.
- Prepare comprehensive reports, including cash flow analysis and risk assessment, to support informed decision-making.
- Demonstrable experience as a Paraplanner within a financial advisory firm.
- Proficiency in conducting financial research and utilizing financial planning software.
- Strong knowledge of investment products, tax planning, and retirement strategies.
- Excellent communication skills with the ability to establish rapport with clients and team members.
At Ortus PSR, we offer a competitive salary, a supportive work environment, and opportunities for professional growth and development. If you are a dedicated and detail-oriented Paraplanner looking to contribute to a dynamic and client-focused financial advisory firm, we encourage you to apply for this exciting opportunity.
