Paraplanner - Ortus PSR : Job Details

Elevate Your Career: Paraplanner Role in Brighton & Hove – Hybrid Work & Exceptional Growth Opportunities

Are you ready to take the next step in your career as a Paraplanner? A leading IFA firm with multiple offices across the South East is looking for a skilled Paraplanner to join their growing team in Brighton & Hove.

Why Join Them?

This respected Independent Financial Advisory firm offers a collaborative and growth-oriented work environment. They are now seeking a Paraplanner to support their expanding business. Known for their hybrid working model and focus on employee development, this is an excellent opportunity to work within a firm committed to fostering both personal and professional growth.

What’s on Offer:

• A competitive salary of up to £49,000, reflecting the candidate’s skills and expertise.
• The opportunity to collaborate with a team of 10 highly experienced Paraplanners across the UK.
• A people-focused Manager based in their Hove office, offering guidance and support.
• Exposure to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, providing valuable experience in financial planning for affluent clients.
• A flexible hybrid working model that promotes a healthy work-life balance.
• Clear career progression pathways, including opportunities to advance into Technical Paraplanning or Advising roles.

Key Responsibilities:

• Providing technical support and guidance in the formulation of client advice.
• Conducting in-depth research and analysis of investment funds and financial products.
• Preparing detailed financial plans that align client goals with their financial objectives.
• Working closely with financial planners to ensure all client-facing reports are accurate and aligned.
• Playing a crucial role in project-based work, including assisting with the integration of new teams into the firm.

Ideal Candidate Profile:

• An experienced Paraplanner with a solid understanding of Investments and Pensions.
• Familiarity with the full Financial Planning process.
• Strong analytical and communication skills, with the ability to present complex information clearly.
• Excellent interpersonal skills, with a client-focused approach.

Shape the Future of Financial Planning

This role offers the chance to join a leading firm and contribute to the future of financial planning. If you're ready to make a meaningful impact and grow within an organisation that invests in its people, apply now to take the next step in your Paraplanning career.