Paraplanner - Knowlhill, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Knowlhill, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Are you a talented Paraplanner looking for a new challenge? Look no further than this opportunity at a national IFA firm with a regional office in Milton Keynes.


Salary £35,000 - £45,000


As a Paraplanner, you'll work closely with the Financial Planners to provide technical support and excellent client service, conduct detailed research, and produce compliant Financial Planning Reports.


Duties:

Supporting the Planners by conducting research on products and helping find the right solutions for our clients

Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries

Arranging for plans to be submitted to provider companies

Preparation of client review packs

Illustration requests


Role requirements:

Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential
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