Paraplanner - Chorley, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Chorley, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Looking for a new challenge in financial planning? We are seeking a highly motivated and professional individual to join our team as a Paraplanner.

As part of our team, you will work closely with our Financial Planners to provide technical support and excellentclient service.

You will conduct research on clients' existing and potential arrangements, assess these against their financial objectives and produce compliant Financial Planning Reports in a timely manner.

Salary:
£35,000 - £45,0000
This is an exciting opportunity to join a dynamic and expanding company.

In addition to a competitive salary dependent on experience and qualifications, we offer 25 days holiday (rising with length of service), Bank Holidays, Birthday Leave, Holiday PurchaseScheme, Life Assurance, Pension, and Corporate Eyecare.

Key responsibilities of the role include writing Financial Planning Reports, conducting product research, and assisting with client reviews and queries. You will also arrange for plans to be submitted to provider companies, maintain clientrecords, and keep up to date with financial products and legislation. Compliance with company and industry guidelines, rules and regulations is essential.

To be considered for this role:
You must have experience in a financial advice firm

Report writing skills