Trainee Paraplanner - Ortus PSR : Job Details

Take the Next Step in Your Paraplanning Career as a Trainee Paraplanner!

Are you an aspiring paraplanner looking to advance your career within a client-centric, independent financial planning firm? Join a boutique wealth management firm known for delivering bespoke financial advice to a select high-net-worth client base, specialising in pensions, investments, and estate planning.

Why This Role?

• Work closely with experienced Financial Advisers in a collaborative, small-firm environment.
• Get involved in a variety of tasks, from report writing and cashflow modelling to in-depth research and documentation processing.
• Enjoy the opportunity to deepen your expertise in financial planning while making a tangible impact on the firm’s high-net-worth clients.

Key Responsibilities:

• Prepare financial reports and assist in crafting advice documentation.
• Conduct thorough research to support pension, investment, and estate planning.
• Aid with cashflow modelling and maintaining client records on back-office systems.
• Provide ongoing support to the Financial Adviser, with some administrative tasks as needed.

Your Skills & Experience:

• Proficiency in Microsoft Office Suite.
• Ideally, experience with systems like Quilter, Intelligent Office (iO), FinCalc, and O&M.
• Strong attention to detail and organisational skills.
• A solid understanding of financial planning concepts.
• Excellent communication and teamwork abilities.

If you’re already on your path in the wealth management industry and are seeking a role that offers both growth and the chance to work closely with high-net-worth clients, apply today to advance your career as a Trainee Paraplanner.