Paraplanner
other jobs Ortus PSR
Added before 46 Days
- England,East Midlands,Nottinghamshire
- full-time
- £30,000 - £45,000 per annum
Job Description:
Join Our Clients Team as a Permanent Paraplanner in Nottingham, East Midlands
Ortus PSR is currently working with a SJP Partner Practise in Nottingham, to find a Permanent Paraplanner. If you have a proven track record in working within Financial Advice as a Senior Administrator or Junior Paraplanner, and you’re ready to take on a new challenge, we want to hear from you.
Hybrid working, with possible opportunity for mostly remote for the right person, but still needs to be close to location to attend meetings etc when needed.
Role Responsibilities
* Supporting financial advisors in providing expert financial advice to clients
* Undertaking research and analysis to support the development of sound financial planning solutions
* Developing high-quality, compliant financial reports and recommendations
* Ensuring all work meets regulatory and company standards
Skills and Experience
We are seeking candidates with:
* Proven experience in a Senior Admin or Junior Paraplanner role within the financial advice sector
* Strong analytical and report writing skills
* Knowledge of financial products and regulatory requirements
* Excellent communication and interpersonal skills
* Ability to work collaboratively within a team environment
* Relevant qualifications such as Diploma in Regulated Financial Planning (DipPFS) or Certificate in Paraplanning (CII) ideal but not essential
* Experience working with SJP platforms / systems ideal, but not essential.
Why Join Our Client’s Team?
Our client offers a supportive and collaborative working environment where your expertise is valued. You will have the opportunity to work alongside experienced professionals and further develop your skills in financial planning.
If you are passionate about providing the highest standard of client service and possess the required skills and experience, please submit your CV today. We look forward to discussing this exciting opportunity with you.
Ortus PSR is committed to promoting diversity and inclusion. We welcome and encourage applications from individuals of all backgrounds.
Ortus PSR is currently working with a SJP Partner Practise in Nottingham, to find a Permanent Paraplanner. If you have a proven track record in working within Financial Advice as a Senior Administrator or Junior Paraplanner, and you’re ready to take on a new challenge, we want to hear from you.
Hybrid working, with possible opportunity for mostly remote for the right person, but still needs to be close to location to attend meetings etc when needed.
Role Responsibilities
* Supporting financial advisors in providing expert financial advice to clients
* Undertaking research and analysis to support the development of sound financial planning solutions
* Developing high-quality, compliant financial reports and recommendations
* Ensuring all work meets regulatory and company standards
Skills and Experience
We are seeking candidates with:
* Proven experience in a Senior Admin or Junior Paraplanner role within the financial advice sector
* Strong analytical and report writing skills
* Knowledge of financial products and regulatory requirements
* Excellent communication and interpersonal skills
* Ability to work collaboratively within a team environment
* Relevant qualifications such as Diploma in Regulated Financial Planning (DipPFS) or Certificate in Paraplanning (CII) ideal but not essential
* Experience working with SJP platforms / systems ideal, but not essential.
Why Join Our Client’s Team?
Our client offers a supportive and collaborative working environment where your expertise is valued. You will have the opportunity to work alongside experienced professionals and further develop your skills in financial planning.
If you are passionate about providing the highest standard of client service and possess the required skills and experience, please submit your CV today. We look forward to discussing this exciting opportunity with you.
Ortus PSR is committed to promoting diversity and inclusion. We welcome and encourage applications from individuals of all backgrounds.
Job number 1541341
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Ortus PSR
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