Paraplanner

Ortus PSR

Posted 3 days ago, valid for a month

Lincoln, Lincolnshire LN4 2DZ, England

£24,000 - £35,000 per annum

Full Time

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Sonic Summary

Salary: Up to £45,000
Experience required: Experienced Paraplanner
Key Responsibilities:
- Prepare Suitability Reports and process new and existing business.
- Maintain and update our case management system.
- Ensure compliance with policies, FCA regulations, and best practices.
- Support IFAs and senior staff with administrative duties.
- Utilize cash flow modeling tools where appropriate.
To be considered:
- Diploma in Financial planning or working towards
- Experience as a Paraplanner crafting suitability reports.

Exciting Opportunity: Experienced Paraplanner Wanted!

Are you an experienced Paraplanner with a passion for financial services? Join our clients dynamic Wealth Management Team in Stamford!

We're seeking a dedicated Paraplanner to prepare Suitability Reports and manage new and existing business, focusing on Investments and Pensions. If you have the drive to deliver high-quality work accurately and efficiently, we want to hear from you!

Salary up to £45,000 depending on experience

Key Responsibilities:

Prepare Suitability Reports and process new and existing business.
Maintain and update our case management system.
Ensure compliance with policies, FCA regulations, and best practices.
Support IFAs and senior staff with administrative duties.
Utilize cash flow modeling tools where appropriate.
Liaise with product providers, clients, and industry professionals.
Prepare annual client reviews.

To be considered:

Diploma in Financial planning or working towards
Experience as a Paraplanner crafting suitability reports.

Apply now in a few quick clicks