Senior Paraplanner - Ortus PSR : Job Details

Exciting Opportunity for Experienced Paraplanners!

Are you a detail-oriented Paraplanner eager to elevate your career in financial services? Do you thrive in a fast-paced environment and enjoy supporting financial advisors to deliver exceptional client experiences? Join our client’s dynamic team and be part of a leading financial services firm that values innovation and excellence in personalised financial planning.

Salary for the paraplanning role is up to £55,000 with hybrid working 

About the Company

Our client is a top-tier financial services firm specialising in personalized financial planning solutions. They are committed to helping clients achieve their financial goals through tailored advice and support.

Role Overview

As a Paraplanner, you will support financial planners by analysing client needs, conducting research, and preparing compliant financial recommendations.

Key Responsibilities

• Support Financial Planners: Assist with non-client facing tasks, including preparation and administration of recommendations.
• Analyse Client Needs: Review client information to understand profiles and objectives.
• Conduct Research: Gather necessary documentation and perform relevant research.
• Create Financial Plans: Develop accurate, compliant financial plans.
• Ensure Compliance: Maintain proper documentation for compliance and suitability.
• Cashflow Modelling: Prepare lifetime cashflow models.
• Handle Client Queries: Address client inquiries as needed.
• Team Collaboration: Work closely with financial planners and support staff.

Requirements

• Strong communication skills
• Team player with excellent interpersonal abilities
• Organizational, analytical, and problem-solving skills
• Attention to detail
• Proficient in financial planning software and IT tools
• Ethical standards and commitment to professional development

Qualifications

• Knowledge of financial products, including pensions, investments, and tax planning
• Understanding of UK financial regulations
• Minimum two years of paraplanning experience
• Level 4 Diploma in Financial Planning

Benefits

• Competitive salary and benefits package
• Ongoing professional development
• Supportive work environment
• Opportunity to make a significant impact
• Hybrid working model (60/40)

If you are ready to advance your career in financial services, apply now to join our client's dedicated team of professionals and make a real difference!