Paraplanner - London, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A Fully Independent Advisory firm in London is looking to hire a 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:
£35,000 - £50,000

Benefits include:
Discretionary bonus, Company funding for exams

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 as a Paraplanner