Paraplanner - Maidstone, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Maidstone, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Are you a motivated and friendly Paraplanner looking to join a dynamic team? An IFA firm is seeking a technical Paraplanner to work closely with their Financial Planners, providing excellent client service and conducting detailed research to produce timelyand compliant Financial Planning Reports.

This is an opportunity to grow with a company that values its employees. If you have experience in a financial advice firm, exceptional communication and organisational skills, and the ability to adapt to change, applynow and join this team


Salary:
£35,000 - £45,000
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 client records, and keepup 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
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