Trainee Paraplanner - Bournemouth, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Bournemouth, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A brilliant family-focused Financial Planning company with a passion to help their clients build and secure financial freedom are looking for a Trainee Paraplanner to join their team

The firm has a fantastic reputation and offers exceptional study support to help you obtain the Level 4 Diploma to further your career.

They are looking for a motivated and enthusiastic individual to work as a Trainee within their Paraplanning team, working with their Advisers and other Paraplanners to provide comprehensive financial solutions for their clients.

Responsibilities:

Obtaining and checking ceding scheme information, create illustrations, carry out various critical yield calculations, cash flow modelling, tax calculations, IHT Calculations
Liaising with colleagues and third parties on a daily basis
Provide compliant financial planning reports for Advisers to present to their clients
Submission of all cases to our Business Assurance Department, assisting with any remedial actions
Tracking and progressing of cases and keeping advisers up to date at all times
Working on your own tasks as well as on shared goals as part of the team.

To be considered for the role:

Willingness to work towards CII Level 4 Diploma.
Experience using Salesforce or other CRM systems would be advantageous.
Excellent attention to detail.
Ability to explain complex information simply, clearly and accurately.
Strong numeracy and written skills.
Committed to continuous technical and professional development, ensuring that knowledge and skills remain current.
Highly organised with excellent communication.