Paraplanner - Hessle, United Kingdom - Ortus PSR

    Ortus PSR
    Ortus PSR Hessle, United Kingdom

    1 month ago

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    Full time
    Description

    Paraplanner: Your Pathway to Success with a Leading IFA Business

    Are you a Senior Paraplanner with a wealth of knowledge in private wealth advice? Join a nationally recognised IFA business, where your expertise will be valued and your career can flourish as they continue grow into 2024 and beyond.

    Salary for a Paraplanner is up to £40,000

    Your Role:

    • Provide consultative paraplanning across complex private wealth advice and caseloads.
    • Engage in cashflow modelling and client lifestyle planning.
    • Construct financial advice and produce suitability reports for a diverse clientele.
    • Actively participate in case conferences and client meetings.
    • Perform tax calculations and maintain CRM and system accuracy.

    Who We're Looking For:

    • Experienced in paraplanning with a knack for supporting IFAs in research and report writing.
    • Technical savvy with a comprehensive understanding of the private wealth product spectrum.

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