Paraplanner - Northampton, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Northampton, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you currently completing suitability reports but are viewed as a Senior Administrator and lack the opportunity to progress as you feel your manager is unable to recognise your contribution? We are working with a close-knit team of Advisors in Nottinghamthat is looking to take hire Paraplanner.

Salary:
£28,000 - £35,000
They pride themselves on the culture and environment they have created. You will have access to a trainer who will help you with your studies. Your manager will conduct monthly review meetings to help with your progression and you will also have access toa mentor that will help you with technical issues within the role

This role is focused on providing technical support to a team of Financial Advisers and working closely with the administrative team to carry out research into financial solutions and prepare suitability reports to send to clients.

You will be preparing financial planning suitability reports aimed at meeting the needs and objectives of our clients over a wide range of investment, pension, and insurance products.

Liaising directly with the Financial Advisers to carry out a detailed research and provide technical

Preparing Cashflow analysis reports for clients.

Speaking with product providers around product-specific information.

To be considered:

Have previously gained experience in financial planning or wealth management business

Knowledge of cashflow modelling would be advantageous but not essential.

Have sound technical knowledge surrounding pensions and investments