Paraplanner - Ortus PSR : Job Details

Are you an accomplished Paraplanner seeking a rewarding role? Look no further! Our clients exceptional Financial Services firm is dedicated to delivering top-tier financial planning and investment management services.

Why Choose them?

• Quality Focus: We prioritise excellence in everything we do.
• Innovative Approach: Our forward-thinking strategies set us apart.
• Client-Centric: We’re committed to providing the best for our clients.

Your Role: As a Paraplanner, you’ll play a crucial part in our success:

• Technical Support: Assist our Adviser Team with your expertise.
• Research: Identify the most suitable products and tax wrappers.
• Reports: Craft suitability letters for investments, pensions, and more.
• Client Interaction: Address technical queries related to trusts and pensions.

What We Seek:

• Qualifications: Level 4 Diploma or working towards it.
• Experience: Thrived in a fast-paced IFA Practice.
• Skills: Analytical prowess and effective communication.

Ready to Make an Impact? Apply now and be part of this dynamic Paraplanning team!