Db Paraplanner - City of London, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

City of London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We're a rapidly expanding IFA practice with exciting plans for the future.

We value ambition, and nurture it in a friendly and positive place to work - where efforts are recognised, and every opinion counts.

Our staff enjoy remote and flexible working arrangements, with access to our London offices, and regular social events for the whole company and individual teams.

The People

In the past 3 years we have more than quadrupled in size and now have close-knit, high functioning specialist teams.

We have colleagues from a variety of different backgrounds and age ranges, so we are sure you'll find a friend here.

What they say

89% think we are a friendly and supportive place to work
78% say we offer good career opportunities
88% would recommend working for us to a friend

Role Function
We Have 32 introducers referring pension transfer cases, with c20 cases coming in each month. Case sizes vary between £1M - £15M.

Due to the volume and level of business we are looking for a third PTS Paraplanner to join and support the 2 advisers.

Benefits
- £45,000

25 days annual leave
Paid exams with 3 days study leave
Company Pension Scheme
Life Assurance
Hybrid working (required in office 3 days a week for the first 3 months. Completely flexible thereafter)
Team social each month

Development Opportunities
We have a structured development plan to develop you into an Adviser within 18-24 months.