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    Parplanner - London (Greater), United Kingdom - Ortus PSR

    Ortus PSR
    Ortus PSR London (Greater), United Kingdom

    3 weeks ago

    Default job background
    Part time, Full time
    Description
    Join Wealth Management team in London: Financial Planning Specialist

    Hiring for a Paraplanner, the salary is up to £43,000 + Bonus & hybrid working 4 days in the office and 1 from home

    Are you ready to make a significant impact in the world of financial planning? Look no further We're seeking a proactive Paraplanner to support our practice in informing and advising clients on effective financial strategies, plans, and products. As a key player, you'll organise technical tasks, illustrations, and reports to ensure seamless client experiences.

    Your Role: As a Financial Planning Specialist, your responsibilities will include:
    • Client Collaboration: Work closely with Advisors to achieve client objectives.
    • Solution Sourcing: Identify suitable financial planning solutions (investment, retirement, tax, and estate planning).
    • Risk Assessment: Allocate assets for an appropriate investment strategy based on client risk profiles.
    • Comprehensive Reports: Compile clear and compliance-standard recommendations.
    • Suitability Letters: Prepare and take full responsibility for client files.
    • Technical Expertise: Be the go-to person for technical queries.
    • Client Reviews: Update cash flow models and investment performance reviews.
    • Data Gathering: Obtain information, quotes, and product details for meaningful comparisons.
    • Tax Calculations: Assist with necessary calculations.
    • Meeting Preparation: Get ready for client review meetings.
    • Complex Queries: Handle any challenging queries within the team.
    • Technical Support: Provide high-level assistance when needed.
    • Training: Mentor less experienced team members.
    • Reporting: Run relevant reports and analyses
      To be considered:
      • Knowledge and experience of Paraplanning
      • Previous experience within an IFA or Wealth Management environment;
      • Familiar with all major research systems (e.g. Analytics, Voyant etc.);
      • Experience of the Pension Transfer market;
      • Experience of the administration of IHT and/or Investment products;
      • Experience with templated suitability reports