Associate Paraplanner - Ortus PSR : Job Details

Our client is a leading independent financial advisory (IFA) company dedicated to providing exceptional financial planning and investment management services. With a strong commitment to professionalism and client satisfaction, the company prides itself on its collaborative culture, where employees are encouraged to grow and develop their careers.

 Associate Paraplanner - Brighton & Hove, Hybrid working, salary up to £40,000.

We are seeking a motivated Junior or trainee Paraplanner to join our client's team in Hove within the migrations team. The successful candidate will work closely with financial advisors across the group to support the migration of business to the centralised investment proposition, with ample opportunities for progression within the Paraplanning role.

Key Responsibilities: -

• Conduct comprehensive financial analysis for the development of financial plans
• Utilise financial planning software to model various scenarios and projections
• Prepare and review investment proposals and reports for clients
• Collaborate with advisors to develop and implement customised financial strategies
• Stay updated with industry trends, regulations, and changes in financial markets
• Ensure compliance with regulatory requirements and company policies

Qualifications and Skills: -

• Working experience in an IFA firm is essential 
• Working knowledge of Administration in an IFA firm 
• Progress towards CII L4 Diploma ideally

Proactive and keen on continuous learning and development Benefits and Perks: - 25 Days holiday - Pension scheme - Death in Service - Potential for Hybrid working Join our client team and embark on a rewarding career in a collaborative and supportive environment, contributing to the growth and success of our company.

Apply now and take the next step in your Paraplanning journey with us!