Parplanner - Ortus PSR : Job Details

Join Wealth Management team in London: Financial Planning Specialist

Hiring for a Paraplanner, the salary is up to £43,000 + Bonus & hybrid working 4 days in the office and 1 from home

Are you ready to make a significant impact in the world of financial planning? Look no further! We’re seeking a proactive Paraplanner to support our practice in informing and advising clients on effective financial strategies, plans, and products. As a key player, you’ll organise technical tasks, illustrations, and reports to ensure seamless client experiences.

Your Role: As a Financial Planning Specialist, your responsibilities will include:

• Client Collaboration: Work closely with Advisors to achieve client objectives.
• Solution Sourcing: Identify suitable financial planning solutions (investment, retirement, tax, and estate planning).
• Risk Assessment: Allocate assets for an appropriate investment strategy based on client risk profiles.
• Comprehensive Reports: Compile clear and compliance-standard recommendations.
• Suitability Letters: Prepare and take full responsibility for client files.
• Technical Expertise: Be the go-to person for technical queries.
• Client Reviews: Update cash flow models and investment performance reviews.
• Data Gathering: Obtain information, quotes, and product details for meaningful comparisons.
• Tax Calculations: Assist with necessary calculations.
• Meeting Preparation: Get ready for client review meetings.
• Complex Queries: Handle any challenging queries within the team.
• Technical Support: Provide high-level assistance when needed.
• Training: Mentor less experienced team members.
• Reporting: Run relevant reports and analyses

To be considered:

• Knowledge and experience of Paraplanning 
• Previous experience within an IFA or Wealth Management environment;
• Familiar with all major research systems (e.g. Analytics, Voyant etc.);
• Experience of the Pension Transfer market;
• Experience of the administration of IHT and/or Investment products;
• Experience with templated suitability reports