Paraplanner - London, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A highly successful IFA in London is looking to hire a Paraplanner to help support the 2 Advisers.

The Management team is looking for someone who has good exposure to Paraplanning but wants to work on more technical cases.

You will have the opportunity towork with 3 existing Paraplanners and 1 of them is Chartered. This is a great opportunity to develop your skillset working with Ultra High net worth clients. You will be involved in client meetings and producing complex reports on their needs.

They provide a friendly team environment where they actively socialise outside of work, during your development you will also get exposure to Advising and have the opportunity to develop into an Adviser.

The firm also provide you support with your qualifications

To be considered:
Experience as a Paraplanner within a Financial Planning environment

Have already studied a few of your RO exams