Associate Paraplanner - London, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

I am looking to speak with people that have experience completing suitability reports as my client has recently promoted their existing Paraplanner to an Adviser.

They are now looking for someone to support the office and carry out suitability reports forInvestments and Pensions.

They are a growing firm that is currently bringing on a lot of new clients and is happy to provide study support for your qualifications.

On offer is the opportunity to work out of central London for a growing business that can providea friendly and supportive structure.

Responsibilities:

Preparing necessary research for client reports - these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.

Handling both client and adviser queries and undertaking any necessary research.

Reviewing products available to meet client needs and making appropriate recommendations.

Undertaking review of new funds available to meet the requirements of the asset allocations and make recommendations to the Directors.

Ensuring all paperwork is compliant with FCA guidelines.

To be considered.
Experience in writing suitability reports

Experience working in a financial planning environment