Paraplanner - City of London, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
City of London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Are you a highly skilled and motivated Paraplanner seeking an exciting new opportunity in London for a boutique IFA firm? Look no further We are a fully independent advisory firm in London and we are looking for a talented and experienced Paraplanner tojoin our team.


On offer a highly competitive salary of £35,000 - £38,000, as well as a discretionary bonus and company funding for exams.

As a Paraplanner, you will be responsible for liaising with clients, arranging meetings, managing the transfer of client money, andproducing suitability reports for clients.

You will also work closely with advisers to understand clients' needs and manage their expectations.


In this role, you will provide technical and client management support to a team of Financial Advisers, working together to deliver high-quality, compliant financial planning solutions to their clients.

You will have the opportunity to play a key role insupporting the business and ensuring that they deliver the best possible outcomes for their clients.


The company culture is at the heart of everything they do, and are committed to upholding values such as humility, integrity, and a willingness to make sacrifices to be the best within the profession.

The team are looking for someone who shares these valuesand is passionate about making a real difference to people's lives.

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