Paraplanner - Ortus PSR : Job Details

We are looking for a Paraplanner to Support the principal Adviser at a regional IFA in Horsham. The current Paraplanner has ben promoted to a Learning and Development position within the business so they need someone to take on their Paraplanning responsibilities

We’re excited to announce an opening for a dedicated Paraplanner in the Horsham area. Join our thriving financial planning firm, known for its hybrid work model and exceptional environment.

We are looking to speak with highly experienced Paraplanner and those with 12 to 18 months of experience in the role looking to develop further and work with a whole of market firm.

Salary Range: Up to £49,000 for Paraplanners at this leading IFA.

What Awaits You:

• Collaborate with a team Paraplanners across the UK.
• Work under the guidance of a people-focused Manager and with one the firm's leading Advisers
• Immerse yourself in a national firm, connecting with leading financial planning experts.
• Specialise in comprehensive research and intricate financial calculations for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
• Provide essential technical support and guidance for client advice.
• Review and align client objectives with their financial circumstances.
• Conduct thorough research and analyse investment funds and financial products.
• Prepare comprehensive Financial Plans, mapping out clients’ journeys to their financial goals.

Career Paths:

• Explore multiple trajectories, including Advising and Technical Paraplanning.
• Engage in project-based work, contributing to seamless team integration.

The Ideal Candidate:

• Experienced in Paraplanning with a solid grasp of Investments and Pensions products.
• Well-versed in the Financial Planning process.
• Equipped with strong interpersonal skills and clear communication abilities.
• Diploma or close to completion will be considered