Paraplanner - Hybrid Working - Ortus PSR : Job Details

Join a reputable financial services firm committed to providing tailored financial solutions and exceptional client service. With a focus on continuous personal development and compliance, our client offers a supportive environment for professional growth.

The Role:

As a Paraplanner, you'll work closely with Financial Planners to discuss client objectives, identify suitable solutions, and compile comprehensive financial reports. Your role will be crucial in ensuring efficient, high-quality, and compliant services for their clients.

Key Responsibilities:

• Collaborate with Financial Planners to gather necessary information for financial suitability reports.
• Assist in identifying planning areas and sourcing solutions to meet client needs, including tax calculations.
• Ensure all client information collected adheres to 'know your client' principles and company policies.
• Prepare suitability reports and recommendations, ensuring compliance with regulatory standards and company policies.
• Conduct fund research and analysis using tools like FE Analytics to support Financial Planner recommendations.
• Maintain updated suitability report templates and due diligence research on funds, providers, and platforms.
• Prepare monthly cumulative return tables and effectively communicate them to Financial Planners and Team Leaders.

Knowledge, Skills, & Competencies:

• Understanding of the financial planning process.
• Commitment to delivering quality service.
• Strong client communication and relationship-building skills.
• Ability to work collaboratively in a team environment.
• Effective planning and prioritization abilities.
• Proficiency in using systems and processes.
• Demonstrate honesty, integrity, and adaptability.
• Enthusiastic and dependable with a personal commitment to achieving outcomes.
• Capable of working autonomously to achieve agreed objectives.

Benefits:

• Competitive salary and benefits package.
• Hybrid Working
• Opportunities for professional development and training.
• Supportive work environment promoting work-life balance.

If you're passionate about delivering exceptional financial solutions and client service while continuously developing your skills, we encourage you to apply for the Paraplanner position.