Trainee Paraplanner
other jobs Ortus PSR
Added before 1 hours
- England,South East,Hampshire,Fareham
- full-time
- £28,000 - £35,000 per annum
Job Description:
Trainee Paraplanner (IFA Administrator)
Are you an experienced IFA Administrator looking to take the next step? This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base.
Overview:
The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions. With a focus on quality advice, innovation, and inclusion, the business supports advisers with personal development, cutting-edge tools, and national introducer arrangements.
Salary: Up to £35,000
Key Responsibilities:
*Prepare client reports and conduct product research.
*Provide technical analysis for advisers.
*Ensure compliance accuracy and documentation.
*Liaise with clients and providers.
Key Skills:
*Deep knowledge of financial products and compliance.
*Excellent organisational and communication abilities.
*Proficiency with financial software.
*Strong attention to detail and problem-solving.
Why Join Us?
*Supportive training for career progression.
*Employee benefit trust ensuring profit sharing.
*Perks like birthday leave, private medical insurance, electric car scheme, and more.
Take your career to the next level—apply today!
Are you an experienced IFA Administrator looking to take the next step? This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base.
Overview:
The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions. With a focus on quality advice, innovation, and inclusion, the business supports advisers with personal development, cutting-edge tools, and national introducer arrangements.
Salary: Up to £35,000
Key Responsibilities:
*Prepare client reports and conduct product research.
*Provide technical analysis for advisers.
*Ensure compliance accuracy and documentation.
*Liaise with clients and providers.
Key Skills:
*Deep knowledge of financial products and compliance.
*Excellent organisational and communication abilities.
*Proficiency with financial software.
*Strong attention to detail and problem-solving.
Why Join Us?
*Supportive training for career progression.
*Employee benefit trust ensuring profit sharing.
*Perks like birthday leave, private medical insurance, electric car scheme, and more.
Take your career to the next level—apply today!
Job number 1722902
metapel
Company Details:
Ortus PSR
Company size:
Industry:
Whether you are a Wealth Management or General Insurance professional looking for your next opportunity, or an organisation looking for new talent, ma...