Paraplanner

Ortus PSR

Pontyclun

A small, well-established Independent Financial Adviser (IFA) business seeking a dedicated Paraplanner to join their team. This is a fantastic opportunity to play a key role in a firm that values expertise and professionalism.

Salary: £34,000 - £42,000 per annum (depending on experience and qualifications)

Hybrid working is on offer with 2 days in the office with opportunity as you progress in the role to work more days at home.

Main Duties
• Client Data Management: Inputting and maintaining client data using our back-office system.
• Client Review Reports: Preparing comprehensive review reports, compiling various documents including valuations, for client meetings.
• Administrative Support: Sending off Letters of Authority and requesting existing plan details from providers.
• Product Research: Conducting detailed product research using a range of industry software for investments, pensions, mortgages, and protection products.
• Compliance: Producing compliant suitability reports... More Detail

Apply Now

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