Senior Paraplanner
other jobs Ortus PSR
Added before 2 Days
- England,South East,West Sussex,Worthing
- Full Time, Permanent
- £40,000 - £56,000 per annum
Job Description:
Paraplanner – Independent Financial Adviser Firm (Hybrid)
A well-established and forward-thinking Independent Financial Advisory firm is seeking an experienced Paraplanner to join their growing team. Known for delivering bespoke financial planning and holistic wealth solutions to a diverse client base, the firm blends modern technology with personalised client service. The successful candidate will work closely with a team of expert advisers and support staff in a collaborative, professional environment where quality of advice, integrity, and client-centricity are paramount.
Starting salary up to £56,000 + Pension match 5% and hybrid working
We are looking for a detail-oriented Paraplanner to join their expanding team. This is a fantastic opportunity for a qualified professional seeking to advance their career in a well-structured, supportive, and client-centric environment.
The firm supports a diverse client base, including High Net Worth (HNW) individuals, and operates with a focus on integrity, collaboration, and delivering personalised financial advice.
Responsibilities:
*Prepare suitability reports, review reports, and technical documentation
*Work alongside financial advisers to develop holistic financial plans including cashflow modelling, investment analysis, and risk profiling.
*Conduct technical research on financial products, providers, and legislative updates.
*Liaise with product providers to gather necessary data and ensure a smooth client journey.
*Assist with annual reviews, portfolio summaries, and regulatory documentation.
*Support the wider paraplanning team and contribute to internal projects and process improvements.
Requirements:
*Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – Essential
*Working toward Chartered Financial Planner status – Preferred
*Paraplanning experience within an IFA or Wealth Management firm
*Strong understanding of financial advice processes, regulatory requirements, and client reporting
*Excellent attention to detail, report-writing, and problem-solving abilities
*Strong interpersonal and communication skills – able to build rapport with advisers and clients
Why Apply?
*Join an experienced team that values technical excellence and integrity
*Work across a wide range of client cases, including complex and HNW clients
*Progression opportunities and long-term career development
*A structured working environment with modern technology and strong processes
*Be part of a firm with a proven reputation in financial planning
A well-established and forward-thinking Independent Financial Advisory firm is seeking an experienced Paraplanner to join their growing team. Known for delivering bespoke financial planning and holistic wealth solutions to a diverse client base, the firm blends modern technology with personalised client service. The successful candidate will work closely with a team of expert advisers and support staff in a collaborative, professional environment where quality of advice, integrity, and client-centricity are paramount.
Starting salary up to £56,000 + Pension match 5% and hybrid working
We are looking for a detail-oriented Paraplanner to join their expanding team. This is a fantastic opportunity for a qualified professional seeking to advance their career in a well-structured, supportive, and client-centric environment.
The firm supports a diverse client base, including High Net Worth (HNW) individuals, and operates with a focus on integrity, collaboration, and delivering personalised financial advice.
Responsibilities:
*Prepare suitability reports, review reports, and technical documentation
*Work alongside financial advisers to develop holistic financial plans including cashflow modelling, investment analysis, and risk profiling.
*Conduct technical research on financial products, providers, and legislative updates.
*Liaise with product providers to gather necessary data and ensure a smooth client journey.
*Assist with annual reviews, portfolio summaries, and regulatory documentation.
*Support the wider paraplanning team and contribute to internal projects and process improvements.
Requirements:
*Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – Essential
*Working toward Chartered Financial Planner status – Preferred
*Paraplanning experience within an IFA or Wealth Management firm
*Strong understanding of financial advice processes, regulatory requirements, and client reporting
*Excellent attention to detail, report-writing, and problem-solving abilities
*Strong interpersonal and communication skills – able to build rapport with advisers and clients
Why Apply?
*Join an experienced team that values technical excellence and integrity
*Work across a wide range of client cases, including complex and HNW clients
*Progression opportunities and long-term career development
*A structured working environment with modern technology and strong processes
*Be part of a firm with a proven reputation in financial planning
Job number 3082483
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
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...