Paraplanner - Ortus PSR : Job Details

Are you a skilled Paraplanner ready to excel in a role that allows you to truly focus on delivering top-tier financial solutions? Join our clients  dynamic team in Colchester, where your expertise will be at the forefront of servicing Adviser Clients across the South East and London. Our award-winning firm is dedicated to excellence in the Wealth Management profession, and we’re looking for a talented Paraplanner to support our continued success.

The Opportunity: As a Paraplanner in our Colchester office, you'll join a well-structured team that allows you to concentrate on providing high-level Paraplanning services. With robust processes and service levels already in place, you'll have the freedom to focus on liaising with Advisers, conducting in-depth research, and crafting detailed financial reports. Your administrative tasks will be managed by our dedicated support team, enabling you to maximize your impact.

What We Offer:

• Competitive Salary: Up to £39,000 per annum, reflective of your experience and expertise.
• Hybrid Working: Enjoy a balanced work-life arrangement with 2 days a week in the office.
• Career Development: Ongoing professional development opportunities, including support towards completing your Diploma.
• Supportive Environment: Work within a firm that values collaboration and provides the resources you need to excel.

Your Responsibilities:

• Prepare high-quality suitability letters for a range of financial products, particularly investments and pensions.
• Liaise with Advisers to discuss and refine financial reports.
• Conduct in-depth financial calculations and analysis to support accurate client advice.
• Carry out comprehensive CFR checks and ensure all necessary information is requested and reviewed.
• Implement feedback from Business Assurance to maintain high standards in all documentation.

What We’re Looking For:

• Experience: Proven experience in writing suitability reports for investments and pensions.
• Qualifications: Progress towards completing your Diploma Level 4, with a strong foundation in financial planning.
• Skills: Excellent research, analytical, and communication skills with a focus on accuracy and compliance.
• Attitude: A detail-oriented, proactive professional who thrives in a supportive, client-focused environment.

Why Choose Us? At our firm, we prioritise quality and efficiency, enabling you to do what you do best—delivering exceptional Paraplanning services. We are committed to fostering a collaborative work culture where your contributions are valued, and your career growth is supported.

Ready to Take the Next Step? If you’re an experienced Paraplanner eager to focus on providing high-level financial solutions, we’d love to hear from you. Apply today to join our award-winning team and elevate your career in Wealth Management!