Paraplanner
other jobs Ortus PSR
Added before 3 Days
- England,South West,Gloucestershire
- Full Time, Permanent
- £35,000 - £45,000 per annum
Job Description:
An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment.
This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly.
Salary up to £45,000 + Bonus & hybrid wokring 3 days in the office and 2 from home
Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice.
The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports.
The Role * Analyse complex client circumstances, objectives, and risk profiles
* Conduct detailed research across pensions, investments, and protection solutions
* Produce cashflow modelling and technical analysis to support advice strategies
* Prepare high-quality, compliant suitability and recommendation reports
* Work closely with advisers, constructively challenging recommendations where appropriate
* Maintain accurate and up-to-date client records on back-office systems
The Ideal Candidate * GCSEs (or equivalent) including English and Maths
* Studying towards or holding the Diploma in Financial Planning (Level 4)
* Experience in an IFA or Wealth Management environment
* Strong, demonstrable experience writing suitability and recommendation reports
* Confident technical knowledge across pensions, investments, and protection
* Corporate or employee benefits exposure is beneficial but not essential
Why This Role * A clear focus on technical depth and complex planning work
* A collaborative culture where paraplanners’ expertise is valued
* Supportive management and realistic workloads
* Hybrid and agile working model
* Ongoing professional development with salary increases linked to qualifications
The Package * Competitive salary
* Generous holiday allowance with holiday trading options
* Employer pension contributions based on total earnings
* Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly.
Salary up to £45,000 + Bonus & hybrid wokring 3 days in the office and 2 from home
Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice.
The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports.
The Role * Analyse complex client circumstances, objectives, and risk profiles
* Conduct detailed research across pensions, investments, and protection solutions
* Produce cashflow modelling and technical analysis to support advice strategies
* Prepare high-quality, compliant suitability and recommendation reports
* Work closely with advisers, constructively challenging recommendations where appropriate
* Maintain accurate and up-to-date client records on back-office systems
The Ideal Candidate * GCSEs (or equivalent) including English and Maths
* Studying towards or holding the Diploma in Financial Planning (Level 4)
* Experience in an IFA or Wealth Management environment
* Strong, demonstrable experience writing suitability and recommendation reports
* Confident technical knowledge across pensions, investments, and protection
* Corporate or employee benefits exposure is beneficial but not essential
Why This Role * A clear focus on technical depth and complex planning work
* A collaborative culture where paraplanners’ expertise is valued
* Supportive management and realistic workloads
* Hybrid and agile working model
* Ongoing professional development with salary increases linked to qualifications
The Package * Competitive salary
* Generous holiday allowance with holiday trading options
* Employer pension contributions based on total earnings
* Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options
Job number 3359811
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Ortus PSR
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