Paraplanner - Chesham, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Chesham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are looking for a motivated and friendly Paraplanner to join a high-growth team at a national IFA firm. You will work closely with the Financial Planners to provide technical support and excellent standards of client service.

As a Paraplanner, you willconduct detailed research on clients' existing and potential arrangements, assess them against their financial objectives, and produce timely and compliant Financial Planning Reports.

£35,000 - £45,000

Key Responsibilities:

Writing Financial Planning Reports for our Planners to present to clients

Supporting Planners by conducting research on products and finding the right solutions for clients

Acting as a point of contact for clients to deal with day-to-day queries

Maintaining accurate and compliant client records on company software

Preparing client review packs and illustration requests

Keeping up to date with financial products and legislation

Complying with all company and industry guidelines, rules and regulations

Role Requirements:

Experience in a Financial Advice firm and Paraplanner/report writing skills are essential