Paraplanner
other jobs Ortus PSR
Added before 2 Days
- England,London,City of London
- Full Time, Permanent
- £45,000 - £55,000 per annum
Job Description:
Paraplanner – Join a Respected Independent Financial Planning Firm
Salary: Up to £55,000 + Bonus | London (Hybrid working 3 days in the office and 2 from home)
An award-winning, well-established Independent Financial Advice firm is seeking an experienced Paraplanner to join its growing team.
This London-based firm has built its reputation over decades through long-term client relationships, ethical advice and professional excellence. Growth has been driven primarily by referrals — a reflection of the trust, integrity and quality of service that underpin the business.
The culture is built on:
* Strong ethical foundations and traditional professional values
* Long-term client relationships rather than transactional advice
* A collaborative, supportive team environment
* High standards of technical excellence and personal service
* A reputation for award-winning financial planning
The Paraplanner will:
* Provide technical research and analysis to support advisers
* Prepare detailed suitability reports and financial planning documentation
* Assist in developing bespoke client recommendations
* Ensure high standards of compliance and accuracy
* Work closely with advisers to deliver exceptional client outcomes
* This role offers the opportunity to be a key part of the advice process, contributing meaningfully to client strategy and long-term planning.
The successful candidate will:
* Have strong paraplanning experience within a financial planning environment
* Demonstrate excellent technical knowledge and attention to detail
* Take pride in producing high-quality, accurate work
* Thrive in a collaborative, professional setting
* Level 4 Diploma
What’s on Offer
* Salary up to £55,000 per annum
* Performance-related bonus
* A stable, respected firm with an excellent industry reputation
* A supportive, team-oriented culture
* Long-term career development within a high-quality advisory environment
* This is an excellent opportunity for a Paraplanner who values professionalism, integrity and being part of a firm that prioritises both its clients and its people.
Salary: Up to £55,000 + Bonus | London (Hybrid working 3 days in the office and 2 from home)
An award-winning, well-established Independent Financial Advice firm is seeking an experienced Paraplanner to join its growing team.
This London-based firm has built its reputation over decades through long-term client relationships, ethical advice and professional excellence. Growth has been driven primarily by referrals — a reflection of the trust, integrity and quality of service that underpin the business.
The culture is built on:
* Strong ethical foundations and traditional professional values
* Long-term client relationships rather than transactional advice
* A collaborative, supportive team environment
* High standards of technical excellence and personal service
* A reputation for award-winning financial planning
The Paraplanner will:
* Provide technical research and analysis to support advisers
* Prepare detailed suitability reports and financial planning documentation
* Assist in developing bespoke client recommendations
* Ensure high standards of compliance and accuracy
* Work closely with advisers to deliver exceptional client outcomes
* This role offers the opportunity to be a key part of the advice process, contributing meaningfully to client strategy and long-term planning.
The successful candidate will:
* Have strong paraplanning experience within a financial planning environment
* Demonstrate excellent technical knowledge and attention to detail
* Take pride in producing high-quality, accurate work
* Thrive in a collaborative, professional setting
* Level 4 Diploma
What’s on Offer
* Salary up to £55,000 per annum
* Performance-related bonus
* A stable, respected firm with an excellent industry reputation
* A supportive, team-oriented culture
* Long-term career development within a high-quality advisory environment
* This is an excellent opportunity for a Paraplanner who values professionalism, integrity and being part of a firm that prioritises both its clients and its people.
Job number 3455749
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