Senior Paraplanner - London, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
A Chartered IFA Practice with offices in Central London and Surrey are currently look for an experienced Paraplanner to join their team


This is a fantastic client-facing opportunity to support a busy and successful team, assisting in delivering an outstanding holistic financial planning service to new and existing HNW clients.


Responsibilities:


  • Understand the principles of asset allocation and portfolio construction
  • Have excellent knowledge of investment, life and pensions products and current legislation
  • Have broad knowledge of esoteric products, including VCT and EIS investments and structured products
  • Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers
  • Understand the importance and benefits of lifetime cashflow modelling, ideally with experience of Voyant as a cashflow modelling tool
  • Previous experience of using Intelliflo will be an advantage

Benefits:


  • Salary £55,000 £65,000 DOE
  • Flexible working available
  • Personal development and training program

What is required?

  • You will be Chartered (APFS) or working towards this
  • Have 5+ years' experience within an IFA
  • Proven experience within a Technical Paraplanning position
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