Paraplanner
other jobs Ortus PSR
Added before 5 hours
- England,South West,Somerset,Bath and North East Somerset
- Full Time, Permanent
- £40,000 - £52,000 per annum
Job Description:
A growing financial planning practice in Bath is expanding its client-centric support team. This opportunity is aimed at a Paraplanner who wants to advance within a dynamic environment that prioritises progression, autonomy, and hands-on learning.
The business is committed to developing capability, offering structured development paths and a supportive culture where specialists can deepen their technical expertise.
Salary up to £52,000
What this opportunity delivers
*Clear pathways for career growth, with regular feedback and exposure to complex advisory work.
*Autonomy to shape case work within a collaborative framework, backed by mentors and modern systems.
*Flexible arrangements to support a balanced lifestyle, including hybrid working where appropriate.
*A competitive compensation package paired with benefits designed for long-term professional development.
Role highlights
*Prepare comprehensive client documents to support advisers, including research summaries, financial modelling, and draft recommendations.
*Draft and quality-check suitability reports, illustrations, and investment case files to ensure accuracy and regulatory alignment.
*Aggregate data from multiple sources and perform cashflow analyses and scenario planning as required.
*Collaborate with advisers to translate client goals into clear, robust planning outputs.
*Maintain up-to-date knowledge of products, markets, and industry guidance to inform decisions.
*Assist with annual reviews and ongoing case administration to drive efficiency and service quality.
What the firm is seeking
*Seasoned professionals with a proven track record in paraplanning or financial planning support will thrive in this environment.
*Strong numerical literacy, meticulous attention to detail, and the ability to communicate complex concepts clearly.
*Experience with financial planning software, investment platforms, and CRM systems is highly valued.
*Excellent organisational skills, a proactive approach, and the ability to handle confidential information discreetly.
*Progress toward relevant qualifications (e.g., financial planning diplomas) is advantageous.
Location and working style
*Based in Bath with hybrid options, typically 3 days in the office and 2 from home.
The business is committed to developing capability, offering structured development paths and a supportive culture where specialists can deepen their technical expertise.
Salary up to £52,000
What this opportunity delivers
*Clear pathways for career growth, with regular feedback and exposure to complex advisory work.
*Autonomy to shape case work within a collaborative framework, backed by mentors and modern systems.
*Flexible arrangements to support a balanced lifestyle, including hybrid working where appropriate.
*A competitive compensation package paired with benefits designed for long-term professional development.
Role highlights
*Prepare comprehensive client documents to support advisers, including research summaries, financial modelling, and draft recommendations.
*Draft and quality-check suitability reports, illustrations, and investment case files to ensure accuracy and regulatory alignment.
*Aggregate data from multiple sources and perform cashflow analyses and scenario planning as required.
*Collaborate with advisers to translate client goals into clear, robust planning outputs.
*Maintain up-to-date knowledge of products, markets, and industry guidance to inform decisions.
*Assist with annual reviews and ongoing case administration to drive efficiency and service quality.
What the firm is seeking
*Seasoned professionals with a proven track record in paraplanning or financial planning support will thrive in this environment.
*Strong numerical literacy, meticulous attention to detail, and the ability to communicate complex concepts clearly.
*Experience with financial planning software, investment platforms, and CRM systems is highly valued.
*Excellent organisational skills, a proactive approach, and the ability to handle confidential information discreetly.
*Progress toward relevant qualifications (e.g., financial planning diplomas) is advantageous.
Location and working style
*Based in Bath with hybrid options, typically 3 days in the office and 2 from home.
Job number 3427919
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Ortus PSR
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