Trainee Paraplanner - London, United Kingdom - Ortus PSR
Description
A Fully Independent Advisory firm in London is looking to hire a Trainee Paraplanner who will provide technical and client management support to a team of Financial Advisers.
This role offers the opportunity to support the business with providing high quality, compliant financial planning.
The company culture is at the heart of everything they do - values such as humility, integrity, and a willingness to make sacrifices to be the best within our profession propels every facet of our decision making.
Salary:
£25,000 - £29,000
Benefits include:
Discretionary bonus, Company funding to reach Level 4 Diploma, Ability to work part-time from home and Life insurance
You will be responsible for:
Liaising with clients, supporting them in the on-boarding process
Arranging client meetings
Managing the transfer of client money
Working with advisers to understand clients needs and managing their expectations
Analyse client data and ensure data is documented in CRM system
Produce Suitability Reports for clients
Skills:
Strong Verbal Skills
Experience working in an IFA
More jobs from Ortus PSR
-
Ifa Administrator
Brighton and Hove, United Kingdom - 1 week ago
-
Trainee Financial Planning Administrator
Fleet, United Kingdom - 1 week ago
-
Financial Planning Administrator
Hull, United Kingdom - 1 week ago
-
Junior Ifa Administrator
Liverpool, United Kingdom - 1 week ago
-
Paraplanner
City of London, United Kingdom - 2 days ago
-
Ifa Administrator
Birmingham, United Kingdom - 1 week ago